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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 | $11,226 | $51,642-78.3% | $129,384-91.3% | $80,935-86.1% |
| Participation rate | 11.5% | 56.9%-45.4pp | 69.6%-58.2pp | 67.7%-56.2pp |
| Annual return | 16.52% | 20.78%-4.3pp | 9461.77%-9445.3pp | 35.66%-19.1pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $483 | $2,670-81.9% | $4,166-88.4% | $4,299-88.8% |
| Admin fee / account holder | $0 | $4,312-100.0% | $7,686-100.0% | $6,924-100.0% |