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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 | $5,492 | $85,060-93.5% | $70,565-92.2% | $139,487-96.1% |
| Participation rate | 17.6% | 73.9%-56.3pp | 68.4%-50.7pp | 80.3%-62.7pp |
| Annual return | 16.99% | 30.39%-13.4pp | 32.79%-15.8pp | 373.84%-356.9pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $606 | $5,891-89.7% | $4,568-86.7% | $6,713-91.0% |
| Admin fee / account holder | $0 | $8,932-100.0% | $6,430-100.0% | $11,407-100.0% |