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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 | $10,572 | $56,134-81.2% | $96,192-89.0% | $85,851-87.7% |
| Participation rate | 6.7% | 56.7%-50.0pp | 68.4%-61.8pp | 69.3%-62.7pp |
| Annual return | 22.13% | 42.30%-20.2pp | 192.09%-170.0pp | 318.63%-296.5pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $352 | $2,858-87.7% | $4,351-91.9% | $3,952-91.1% |
| Admin fee / account holder | $82 | $3,769-97.8% | $5,539-98.5% | $6,261-98.7% |