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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 | $15,878 | $61,125-74.0% | $94,057-83.1% | $87,485-81.9% |
| Participation rate | 1.9% | 64.1%-62.1pp | 73.3%-71.4pp | 68.9%-67.0pp |
| Annual return | 23.12% | 35.20%-12.1pp | 480.62%-457.5pp | 26.06%-2.9pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $188 | $3,260-94.2% | $4,709-96.0% | $4,274-95.6% |
| Admin fee / account holder | $125 | $5,629-97.8% | $7,244-98.3% | $7,775-98.4% |