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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 | $26,054 | $29,051-10.3% | $52,425-50.3% | $67,986-61.7% |
| Participation rate | 2.5% | 30.4%-27.9pp | 55.6%-53.1pp | 57.2%-54.7pp |
| Annual return | 20.70% | 24.00%-3.3pp | 302.12%-281.4pp | 31.67%-11.0pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $121 | $873-86.1% | $1,790-93.2% | $3,358-96.4% |
| Admin fee / account holder | $40 | $2,113-98.1% | $2,495-98.4% | $3,203-98.8% |