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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 | $9,717 | $49,891-80.5% | $80,607-87.9% | $75,181-87.1% |
| Participation rate | 8.5% | 55.3%-46.8pp | 67.0%-58.5pp | 67.2%-58.7pp |
| Annual return | 22.66% | 34.67%-12.0pp | 936.11%-913.4pp | 160.69%-138.0pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $252 | $2,991-91.6% | $4,448-94.3% | $4,126-93.9% |
| Admin fee / account holder | $26 | $3,578-99.3% | $5,379-99.5% | $5,650-99.5% |