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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 | $9,671 | $30,437-68.2% | $56,033-82.7% | $74,459-87.0% |
| Participation rate | 4.5% | 32.9%-28.4pp | 52.5%-48.0pp | 67.2%-62.7pp |
| Annual return | 16.61% | 24.96%-8.3pp | 1711.38%-1694.8pp | 1369.70%-1353.1pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $135 | $1,176-88.5% | $1,954-93.1% | $4,350-96.9% |
| Admin fee / account holder | $111 | $2,363-95.3% | $2,827-96.1% | $1,945-94.3% |