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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 | $6,861 | $99,053-93.1% | $88,179-92.2% | $138,895-95.1% |
| Participation rate | 30.0% | 74.2%-44.2pp | 69.1%-39.1pp | 79.9%-49.9pp |
| Annual return | 14.95% | 78.17%-63.2pp | 64.97%-50.0pp | 145.39%-130.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $665 | $5,225-87.3% | $4,614-85.6% | $6,396-89.6% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |