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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 | $13,995 | $39,028-64.1% | $80,741-82.7% | $85,847-83.7% |
| Participation rate | 5.2% | 41.6%-36.4pp | 54.2%-49.0pp | 69.3%-64.1pp |
| Annual return | 17.75% | 26.31%-8.6pp | 87.30%-69.6pp | 318.61%-300.9pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $250 | $1,326-81.2% | $2,145-88.4% | $3,952-93.7% |
| Admin fee / account holder | $50 | $2,429-97.9% | $3,380-98.5% | $6,261-99.2% |