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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 | $20,293 | $68,878-70.5% | $120,574-83.2% | $80,935-74.9% |
| Participation rate | 6.3% | 61.7%-55.4pp | 71.9%-65.7pp | 67.7%-61.4pp |
| Annual return | 10.40% | 23.67%-13.3pp | 107.42%-97.0pp | 35.66%-25.3pp |
| Employer contribution / active EE | $0 | $2,065-100.0% | $3,471-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $581 | $3,189-81.8% | $4,996-88.4% | $4,299-86.5% |
| Admin fee / account holder | $0 | $5,782-100.0% | $9,445-100.0% | $6,924-100.0% |