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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 | $17,474 | $51,184-65.9% | $66,439-73.7% | $86,983-79.9% |
| Participation rate | 5.9% | 68.5%-62.6pp | 74.5%-68.6pp | 69.5%-63.7pp |
| Annual return | 10.82% | 17.07%-6.3pp | 757.66%-746.8pp | 25.83%-15.0pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $154 | $2,927-94.7% | $3,876-96.0% | $4,194-96.3% |
| Admin fee / account holder | $164 | $4,154-96.0% | $6,173-97.3% | $7,856-97.9% |