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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 | $17,041 | $51,638-67.0% | $68,368-75.1% | $82,448-79.3% |
| Participation rate | 7.0% | 63.6%-56.6pp | 73.8%-66.8pp | 68.1%-61.1pp |
| Annual return | 22.23% | 37.53%-15.3pp | 292.57%-270.3pp | 41.64%-19.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $269 | $2,914-90.8% | $4,123-93.5% | $4,139-93.5% |
| Admin fee / account holder | $124 | $4,643-97.3% | $5,150-97.6% | $7,234-98.3% |