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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 | $11,062 | $69,518-84.1% | $59,887-81.5% | $135,379-91.8% |
| Participation rate | 9.1% | 77.8%-68.7pp | 74.7%-65.6pp | 82.6%-73.6pp |
| Annual return | -6.17% | 7.95%-14.1pp | 3.46%-9.6pp | 519.79%-526.0pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $593 | $4,204-85.9% | $3,402-82.6% | $5,609-89.4% |
| Admin fee / account holder | $41 | $5,734-99.3% | $3,591-98.9% | $10,828-99.6% |