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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 | $85,159 | $100,033-14.9% | $149,716-43.1% | $70,124+21.4% |
| Participation rate | 22.6% | 83.6%-61.0pp | 87.1%-64.5pp | 69.5%-47.0pp |
| Annual return | 13.72% | 27.43%-13.7pp | 1501.67%-1487.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $213 | $4,982-95.7% | $6,568-96.8% | $3,332-93.6% |
| Admin fee / account holder | $0 | $8,285-100.0% | $11,282-100.0% | $4,645-100.0% |