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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 | $38,892 | $58,726-33.8% | $92,240-57.8% | $62,293-37.6% |
| Participation rate | 2.0% | 68.3%-66.3pp | 76.5%-74.5pp | 69.5%-67.5pp |
| Annual return | 18.12% | 43.62%-25.5pp | 176.29%-158.2pp | 28.90%-10.8pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $53 | $2,766-98.1% | $3,897-98.6% | $3,169-98.3% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |