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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 | $20,819 | $56,134-62.9% | $96,171-78.4% | $85,847-75.7% |
| Participation rate | 5.9% | 56.7%-50.8pp | 68.4%-62.6pp | 69.3%-63.4pp |
| Annual return | 14.50% | 42.30%-27.8pp | 192.04%-177.5pp | 318.61%-304.1pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $343 | $2,858-88.0% | $4,350-92.1% | $3,952-91.3% |
| Admin fee / account holder | $0 | $3,769-100.0% | $5,538-100.0% | $6,261-100.0% |