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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 | $2,603 | $29,319-91.1% | $52,425-95.0% | $82,448-96.8% |
| Participation rate | 45.8% | 46.9%-1.0pp | 55.6%-9.8pp | 68.1%-22.2pp |
| Annual return | 22.76% | 535.20%-512.4pp | 302.12%-279.4pp | 41.64%-18.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $239 | $1,171-79.6% | $1,790-86.6% | $4,139-94.2% |
| Admin fee / account holder | $4 | $1,962-99.8% | $2,495-99.8% | $7,234-99.9% |