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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 | $49,288 | $93,345-47.2% | $119,126-58.6% | $87,485-43.7% |
| Participation rate | 11.0% | 68.7%-57.8pp | 75.8%-64.8pp | 68.9%-58.0pp |
| Annual return | 12.54% | 19.08%-6.5pp | 282.11%-269.6pp | 26.06%-13.5pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $582 | $4,099-85.8% | $5,318-89.1% | $4,274-86.4% |
| Admin fee / account holder | $0 | $8,039-100.0% | $10,693-100.0% | $7,775-100.0% |