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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 | $11,200 | $58,311-80.8% | $81,882-86.3% | $80,959-86.2% |
| Participation rate | 5.8% | 63.5%-57.7pp | 72.4%-66.6pp | 67.7%-61.9pp |
| Annual return | 14.08% | 41.85%-27.8pp | 779.47%-765.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $182 | $3,287-94.5% | $4,323-95.8% | $4,300-95.8% |
| Admin fee / account holder | $42 | $4,752-99.1% | $7,360-99.4% | $6,925-99.4% |