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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 | $22,158 | $29,736-25.5% | $56,033-60.5% | $80,935-72.6% |
| Participation rate | 3.2% | 41.7%-38.5pp | 52.5%-49.3pp | 67.7%-64.4pp |
| Annual return | 11.54% | 35.28%-23.7pp | 1711.38%-1699.8pp | 35.66%-24.1pp |
| Employer contribution / active EE | $127 | $671-81.1% | $1,041-87.8% | $2,757-95.4% |
| Participant deferral / active EE | $127 | $1,228-89.7% | $1,954-93.5% | $4,299-97.1% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,827-100.0% | $6,924-100.0% |