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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 | $72,459 | $92,219-21.4% | $76,766-5.6% | $135,382-46.5% |
| Participation rate | 10.5% | 79.8%-69.2pp | 77.0%-66.4pp | 82.6%-72.1pp |
| Annual return | -6.16% | 5.46%-11.6pp | 2.43%-8.6pp | 519.77%-525.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $184 | $4,508-95.9% | $3,851-95.2% | $5,609-96.7% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,829-100.0% |