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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 | $31,105-16.2% | $53,647-51.4% | $64,097-59.4% |
| Participation rate | 2.5% | 30.7%-28.2pp | 56.3%-53.7pp | 55.2%-52.7pp |
| Annual return | 20.70% | 22.54%-1.8pp | 358.33%-337.6pp | 34.64%-13.9pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $121 | $896-86.5% | $1,813-93.3% | $3,080-96.1% |
| Admin fee / account holder | $40 | $2,195-98.2% | $2,460-98.4% | $3,454-98.8% |