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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 | $11,542 | $61,125-81.1% | $94,057-87.7% | $87,485-86.8% |
| Participation rate | 8.6% | 64.1%-55.5pp | 73.3%-64.8pp | 68.9%-60.4pp |
| Annual return | 20.14% | 35.20%-15.1pp | 480.62%-460.5pp | 26.06%-5.9pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $518 | $3,260-84.1% | $4,709-89.0% | $4,274-87.9% |
| Admin fee / account holder | $0 | $5,629-100.0% | $7,244-100.0% | $7,775-100.0% |