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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 | $41,625 | $98,760-57.9% | $149,715-72.2% | $79,858-47.9% |
| Participation rate | 25.0% | 75.8%-50.8pp | 82.5%-57.5pp | 69.6%-44.6pp |
| Annual return | 15.51% | 27.43%-11.9pp | 276.66%-261.2pp | 31.72%-16.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,061 | $5,681-63.7% | $6,842-69.9% | $3,740-44.9% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,310-100.0% | $5,306-100.0% |