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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 | $11,362 | $39,036-70.9% | $80,784-85.9% | $85,851-86.8% |
| Participation rate | 4.7% | 41.6%-36.9pp | 54.2%-49.5pp | 69.3%-64.7pp |
| Annual return | 39.57% | 26.31%+13.3pp | 87.31%-47.7pp | 318.63%-279.1pp |
| Employer contribution / active EE | $129 | $722-82.2% | $1,160-88.9% | $2,565-95.0% |
| Participant deferral / active EE | $295 | $1,326-77.7% | $2,145-86.2% | $3,952-92.5% |
| Admin fee / account holder | $68 | $2,429-97.2% | $3,380-98.0% | $6,261-98.9% |