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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,724 | $85,766-47.9% | $136,297-67.2% | $70,131-36.2% |
| Participation rate | 7.7% | 74.2%-66.5pp | 81.9%-74.2pp | 69.5%-61.8pp |
| Annual return | 22.51% | 31.45%-8.9pp | 5156.16%-5133.7pp | 73.14%-50.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $865 | $5,051-82.9% | $6,247-86.2% | $3,332-74.0% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,244-100.0% | $4,645-100.0% |