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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 | $13,734 | $61,815-77.8% | $97,295-85.9% | $80,959-83.0% |
| Participation rate | 9.4% | 63.5%-54.1pp | 72.7%-63.3pp | 67.7%-58.3pp |
| Annual return | 11.12% | -558.73%+569.9pp | 75.62%-64.5pp | 35.67%-24.5pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $383 | $3,027-87.3% | $4,264-91.0% | $4,300-91.1% |
| Admin fee / account holder | $50 | $5,166-99.0% | $5,646-99.1% | $6,925-99.3% |