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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 | $4,029 | $29,051-86.1% | $52,425-92.3% | $67,986-94.1% |
| Participation rate | 5.5% | 30.4%-24.9pp | 55.6%-50.1pp | 57.2%-51.7pp |
| Annual return | 16.86% | 24.00%-7.1pp | 302.12%-285.3pp | 31.67%-14.8pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $85 | $873-90.2% | $1,790-95.2% | $3,358-97.5% |
| Admin fee / account holder | $251 | $2,113-88.1% | $2,495-90.0% | $3,203-92.2% |