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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 | $19,086 | $49,177-61.2% | $79,467-76.0% | $64,173-70.3% |
| Participation rate | 33.3% | 65.0%-31.7pp | 73.3%-40.0pp | 69.6%-36.2pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.30%-718.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $458 | $2,076-77.9% | $2,800-83.6% | $2,381-80.8% |
| Participant deferral / active EE | $652 | $2,821-76.9% | $3,704-82.4% | $3,470-81.2% |
| Admin fee / account holder | $140 | $3,839-96.4% | $5,104-97.3% | $4,887-97.1% |