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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 | $5,957 | $29,667-79.9% | $56,441-89.4% | $80,874-92.6% |
| Participation rate | 11.8% | 41.7%-29.9pp | 52.5%-40.7pp | 67.6%-55.9pp |
| Annual return | 22.35% | 35.22%-12.9pp | 1704.21%-1681.9pp | 35.62%-13.3pp |
| Employer contribution / active EE | $196 | $669-70.8% | $1,039-81.2% | $2,756-92.9% |
| Participant deferral / active EE | $196 | $1,227-84.0% | $1,953-90.0% | $4,297-95.4% |
| Admin fee / account holder | $84 | $2,429-96.6% | $2,829-97.0% | $6,935-98.8% |