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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 | $12,954 | $29,319-55.8% | $52,425-75.3% | $82,448-84.3% |
| Participation rate | 3.2% | 46.9%-43.6pp | 55.6%-52.4pp | 68.1%-64.8pp |
| Annual return | 20.64% | 535.20%-514.6pp | 302.12%-281.5pp | 41.64%-21.0pp |
| Employer contribution / active EE | $210 | $586-64.2% | $914-77.0% | $2,551-91.8% |
| Participant deferral / active EE | $242 | $1,171-79.4% | $1,790-86.5% | $4,139-94.2% |
| Admin fee / account holder | $214 | $1,962-89.1% | $2,495-91.4% | $7,234-97.0% |