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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 | $11,802 | $25,014-52.8% | $69,460-83.0% | $80,911-85.4% |
| Participation rate | 4.0% | 64.2%-60.2pp | 66.4%-62.4pp | 67.6%-63.6pp |
| Annual return | 12.88% | 19.08%-6.2pp | 100.80%-87.9pp | 35.63%-22.7pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,714-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $121 | $1,839-93.4% | $2,890-95.8% | $4,297-97.2% |
| Admin fee / account holder | $45 | $2,491-98.2% | $4,695-99.0% | $6,935-99.3% |