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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 | $87,089 | $93,589-6.9% | $135,942-35.9% | $75,181+15.8% |
| Participation rate | 3.8% | 75.2%-71.3pp | 81.9%-78.1pp | 67.2%-63.4pp |
| Annual return | 19.54% | 30.90%-11.4pp | 68.28%-48.7pp | 160.69%-141.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $91 | $6,405-98.6% | $7,759-98.8% | $4,126-97.8% |
| Admin fee / account holder | $13 | $6,977-99.8% | $10,764-99.9% | $5,650-99.8% |