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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 | $7,997 | $55,930-85.7% | $76,089-89.5% | $80,925-90.1% |
| Participation rate | 9.7% | 62.1%-52.4pp | 69.1%-59.4pp | 67.7%-58.0pp |
| Annual return | 15.46% | 20.58%-5.1pp | 360.94%-345.5pp | 35.65%-20.2pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $396 | $3,051-87.0% | $4,259-90.7% | $4,299-90.8% |
| Admin fee / account holder | $25 | $5,241-99.5% | $6,418-99.6% | $6,940-99.6% |