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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 | $7,344 | $38,967-81.2% | $86,233-91.5% | $79,634-90.8% |
| Participation rate | 1.1% | 34.1%-33.0pp | 69.0%-68.0pp | 62.5%-61.4pp |
| Annual return | 19.97% | 49.90%-29.9pp | 61.39%-41.4pp | 36.46%-16.5pp |
| Employer contribution / active EE | $0 | $868-100.0% | $2,504-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $42 | $1,663-97.4% | $4,559-99.1% | $3,835-98.9% |
| Admin fee / account holder | $24 | $2,660-99.1% | $8,342-99.7% | $1,002-97.6% |