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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 | $8,284 | $27,800-70.2% | $58,507-85.8% | $71,529-88.4% |
| Participation rate | 13.8% | 34.6%-20.8pp | 50.9%-37.1pp | 67.9%-54.2pp |
| Annual return | 16.75% | 26.80%-10.1pp | 4252.32%-4235.6pp | 28.97%-12.2pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $198 | $1,208-83.7% | $1,922-89.7% | $4,291-95.4% |
| Admin fee / account holder | $245 | $1,637-85.0% | $2,486-90.1% | $1,588-84.6% |