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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 | $6,866 | $58,311-88.2% | $81,882-91.6% | $80,959-91.5% |
| Participation rate | 6.7% | 63.5%-56.8pp | 72.4%-65.7pp | 67.7%-61.0pp |
| Annual return | 20.65% | 41.85%-21.2pp | 779.47%-758.8pp | 35.67%-15.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $162 | $3,287-95.1% | $4,323-96.3% | $4,300-96.2% |
| Admin fee / account holder | $0 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |