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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 | $25,897 | $69,255-62.6% | $180,320-85.6% | $69,255-62.6% |
| Participation rate | 2.8% | 69.0%-66.2pp | 71.5%-68.7pp | 69.0%-66.2pp |
| Annual return | 15.55% | 26.73%-11.2pp | 778.54%-763.0pp | 26.73%-11.2pp |
| Employer contribution / active EE | $0 | $2,645-100.0% | $4,108-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $237 | $2,890-91.8% | $4,304-94.5% | $2,890-91.8% |
| Admin fee / account holder | $0 | $733-100.0% | $10,000-100.0% | $733-100.0% |