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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 | $14,595 | $43,496-66.4% | $161,489-91.0% | $64,340-77.3% |
| Participation rate | 1.8% | 53.5%-51.7pp | 78.7%-76.9pp | 55.2%-53.4pp |
| Annual return | 13.68% | 20.76%-7.1pp | 89.72%-76.0pp | 24.14%-10.5pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $121 | $1,996-93.9% | $5,630-97.8% | $2,980-95.9% |
| Admin fee / account holder | $135 | $2,330-94.2% | $16,006-99.2% | $3,703-96.3% |