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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 | $9,204 | $37,446-75.4% | $77,513-88.1% | $79,852-88.5% |
| Participation rate | 3.5% | 41.5%-38.0pp | 54.2%-50.7pp | 69.6%-66.1pp |
| Annual return | 15.53% | 39.76%-24.2pp | 54.81%-39.3pp | 31.72%-16.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $15 | $1,261-98.8% | $1,861-99.2% | $3,740-99.6% |
| Admin fee / account holder | $0 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |