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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 | $11,038 | $40,566-72.8% | $96,754-88.6% | $64,728-82.9% |
| Participation rate | 4.6% | 24.8%-20.2pp | 70.3%-65.7pp | 57.9%-53.3pp |
| Annual return | 15.16% | 93.20%-78.0pp | 82.04%-66.9pp | 49.38%-34.2pp |
| Employer contribution / active EE | $0 | $808-100.0% | $2,679-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $119 | $933-87.2% | $4,758-97.5% | $2,729-95.6% |
| Admin fee / account holder | $26 | $2,770-99.0% | $8,905-99.7% | $1,145-97.7% |