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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 | $33,957 | $62,393-45.6% | $120,580-71.8% | $74,478-54.4% |
| Participation rate | 4.0% | 56.8%-52.8pp | 72.0%-68.0pp | 67.2%-63.3pp |
| Annual return | 18.01% | 18.61%-0.6pp | 107.48%-89.5pp | 1370.56%-1352.6pp |
| Employer contribution / active EE | $0 | $1,845-100.0% | $3,469-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $539 | $2,886-81.3% | $4,995-89.2% | $4,350-87.6% |
| Admin fee / account holder | $0 | $2,396-100.0% | $9,418-100.0% | $1,946-100.0% |