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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 | $4,961 | $29,319-83.1% | $52,425-90.5% | $82,448-94.0% |
| Participation rate | 17.4% | 46.9%-29.5pp | 55.6%-38.2pp | 68.1%-50.7pp |
| Annual return | 21.37% | 535.20%-513.8pp | 302.12%-280.8pp | 41.64%-20.3pp |
| Employer contribution / active EE | $118 | $586-79.9% | $914-87.1% | $2,551-95.4% |
| Participant deferral / active EE | $129 | $1,171-89.0% | $1,790-92.8% | $4,139-96.9% |
| Admin fee / account holder | $167 | $1,962-91.5% | $2,495-93.3% | $7,234-97.7% |