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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 | $20,348 | $31,679-35.8% | $74,723-72.8% | $65,186-68.8% |
| Participation rate | 7.2% | 40.4%-33.1pp | 54.5%-47.3pp | 70.2%-63.0pp |
| Annual return | 23.53% | 39.04%-15.5pp | 753.18%-729.7pp | 29.39%-5.9pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $306 | $1,191-74.3% | $1,962-84.4% | $3,514-91.3% |
| Admin fee / account holder | $11 | $379-97.0% | $3,335-99.7% | $847-98.7% |