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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 | $16,806 | $31,105-46.0% | $53,647-68.7% | $64,097-73.8% |
| Participation rate | 1.9% | 30.7%-28.8pp | 56.3%-54.3pp | 55.2%-53.3pp |
| Annual return | 23.30% | 22.54%+0.8pp | 358.33%-335.0pp | 34.64%-11.3pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $77 | $896-91.4% | $1,813-95.7% | $3,080-97.5% |
| Admin fee / account holder | $247 | $2,195-88.8% | $2,460-90.0% | $3,454-92.9% |