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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 | $48,277-73.1% | $67,511-80.8% | $80,874-83.9% |
| Participation rate | 6.7% | 66.4%-59.7pp | 72.9%-66.2pp | 67.6%-61.0pp |
| Annual return | 18.00% | 18.27%-0.3pp | 3517.41%-3499.4pp | 35.62%-17.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $626 | $2,926-78.6% | $4,000-84.4% | $4,297-85.4% |
| Admin fee / account holder | $0 | $3,687-100.0% | $3,999-100.0% | $6,935-100.0% |