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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 | $6,625 | $55,902-88.1% | $76,030-91.3% | $80,959-91.8% |
| Participation rate | 15.4% | 62.1%-46.7pp | 69.1%-53.7pp | 67.7%-52.3pp |
| Annual return | 10.30% | 20.59%-10.3pp | 361.54%-351.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $218 | $3,051-92.8% | $4,257-94.9% | $4,300-94.9% |
| Admin fee / account holder | $0 | $5,239-100.0% | $6,421-100.0% | $6,925-100.0% |