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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 | $45,343-67.8% | $150,298-90.3% | $67,986-78.5% |
| Participation rate | 1.8% | 51.9%-50.0pp | 77.8%-75.9pp | 57.2%-55.4pp |
| Annual return | 13.68% | 33.28%-19.6pp | 62.79%-49.1pp | 31.67%-18.0pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $121 | $2,055-94.1% | $5,453-97.8% | $3,358-96.4% |
| Admin fee / account holder | $135 | $2,250-94.0% | $14,116-99.0% | $3,203-95.8% |