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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 | $39,132 | $58,848-33.5% | $88,179-55.6% | $82,637-52.6% |
| Participation rate | 1.5% | 57.9%-56.4pp | 69.1%-67.6pp | 68.1%-66.5pp |
| Annual return | 25.19% | 22.76%+2.4pp | 64.97%-39.8pp | 53.51%-28.3pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $123 | $3,124-96.0% | $4,614-97.3% | $4,126-97.0% |
| Admin fee / account holder | $0 | $4,795-100.0% | $7,673-100.0% | $7,339-100.0% |