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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 | $2,766 | $29,736-90.7% | $56,033-95.1% | $80,935-96.6% |
| Participation rate | 11.5% | 41.7%-30.2pp | 52.5%-41.0pp | 67.7%-56.1pp |
| Annual return | 12.44% | 35.28%-22.8pp | 1711.38%-1698.9pp | 35.66%-23.2pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $177 | $1,228-85.6% | $1,954-90.9% | $4,299-95.9% |
| Admin fee / account holder | $21 | $2,434-99.1% | $2,827-99.2% | $6,924-99.7% |