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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 | $12,990 | $48,337-73.1% | $67,560-80.8% | $80,959-84.0% |
| Participation rate | 6.7% | 66.4%-59.8pp | 72.9%-66.3pp | 67.7%-61.0pp |
| Annual return | 18.00% | 18.26%-0.3pp | 3533.50%-3515.5pp | 35.67%-17.7pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $626 | $2,928-78.6% | $4,004-84.4% | $4,300-85.4% |
| Admin fee / account holder | $0 | $3,695-100.0% | $3,994-100.0% | $6,925-100.0% |