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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 | $13,619 | $61,125-77.7% | $94,057-85.5% | $87,485-84.4% |
| Participation rate | 5.9% | 64.1%-58.2pp | 73.3%-67.5pp | 68.9%-63.0pp |
| Annual return | 27.27% | 35.20%-7.9pp | 480.62%-453.4pp | 26.06%+1.2pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $495 | $3,260-84.8% | $4,709-89.5% | $4,274-88.4% |
| Admin fee / account holder | $0 | $5,629-100.0% | $7,244-100.0% | $7,775-100.0% |