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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 | $14,683 | $58,241-74.8% | $81,780-82.0% | $80,911-81.9% |
| Participation rate | 12.9% | 63.4%-50.5pp | 72.4%-59.5pp | 67.6%-54.7pp |
| Annual return | 14.55% | 41.73%-27.2pp | 776.27%-761.7pp | 35.63%-21.1pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $272 | $3,283-91.7% | $4,321-93.7% | $4,297-93.7% |
| Admin fee / account holder | $0 | $4,973-100.0% | $7,384-100.0% | $6,935-100.0% |