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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 | $35,812 | $65,704-45.5% | $94,229-62.0% | $59,633-39.9% |
| Participation rate | 14.1% | 72.1%-58.1pp | 78.8%-64.7pp | 68.7%-54.6pp |
| Annual return | -0.12% | 5.22%-5.3pp | 10.68%-10.8pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $697 | $3,143-77.8% | $4,320-83.9% | $3,192-78.2% |
| Admin fee / account holder | $0 | $4,265-100.0% | $6,269-100.0% | $4,297-100.0% |