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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 | $23,852 | $65,395-63.5% | $182,540-86.9% | $72,975-67.3% |
| Participation rate | 22.6% | 65.4%-42.9pp | 78.0%-55.4pp | 69.5%-46.9pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.58%-148.6pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,142 | $3,563-67.9% | $5,525-79.3% | $3,608-68.3% |
| Admin fee / account holder | $132 | $4,245-96.9% | $8,593-98.5% | $5,124-97.4% |