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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 | $8,943 | $34,316-73.9% | $74,723-88.0% | $72,976-87.7% |
| Participation rate | 7.0% | 42.4%-35.4pp | 54.5%-47.5pp | 69.5%-62.5pp |
| Annual return | 21.42% | 26.58%-5.2pp | 753.18%-731.8pp | 81.02%-59.6pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $318 | $1,272-75.0% | $1,962-83.8% | $3,608-91.2% |
| Admin fee / account holder | $218 | $2,125-89.8% | $3,335-93.5% | $5,124-95.8% |