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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 | $79,083 | $124,346-36.4% | $111,308-29.0% | $167,536-52.8% |
| Participation rate | 69.6% | 79.6%-10.1pp | 77.3%-7.8pp | 82.1%-12.5pp |
| Annual return | 18.08% | 37.45%-19.4pp | 54.67%-36.6pp | 478.82%-460.7pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,164 | $5,182-77.5% | $4,487-74.1% | $6,342-81.6% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |