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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 | $12,499 | $78,690-84.1% | $161,489-92.3% | $87,485-85.7% |
| Participation rate | 29.2% | 67.5%-38.3pp | 78.7%-49.5pp | 68.9%-39.8pp |
| Annual return | 0.00% | 32.74%-32.7pp | 89.72%-89.7pp | 26.06%-26.1pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $683 | $3,311-79.4% | $5,630-87.9% | $4,274-84.0% |
| Admin fee / account holder | $192 | $6,724-97.1% | $16,006-98.8% | $7,775-97.5% |