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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 | $8,546 | $55,889-84.7% | $76,119-88.8% | $80,935-89.4% |
| Participation rate | 21.4% | 62.1%-40.6pp | 69.1%-47.6pp | 67.7%-46.2pp |
| Annual return | 14.72% | 20.58%-5.9pp | 361.25%-346.5pp | 35.66%-20.9pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $846 | $3,051-72.3% | $4,259-80.1% | $4,299-80.3% |
| Admin fee / account holder | $0 | $5,241-100.0% | $6,421-100.0% | $6,924-100.0% |