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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 | $9,692 | $49,891-80.6% | $80,607-88.0% | $75,181-87.1% |
| Participation rate | 29.0% | 55.3%-26.3pp | 67.0%-38.0pp | 67.2%-38.2pp |
| Annual return | 26.12% | 34.67%-8.5pp | 936.11%-910.0pp | 160.69%-134.6pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $609 | $2,991-79.6% | $4,448-86.3% | $4,126-85.2% |
| Admin fee / account holder | $54 | $3,578-98.5% | $5,379-99.0% | $5,650-99.1% |