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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 | $14,734 | $51,638-71.5% | $129,406-88.6% | $80,959-81.8% |
| Participation rate | 6.3% | 56.9%-50.7pp | 69.6%-63.4pp | 67.7%-61.4pp |
| Annual return | 14.67% | 20.78%-6.1pp | 9468.18%-9453.5pp | 35.67%-21.0pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $208 | $2,670-92.2% | $4,167-95.0% | $4,300-95.2% |
| Admin fee / account holder | $0 | $4,313-100.0% | $7,689-100.0% | $6,925-100.0% |