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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 | $6,702 | $63,703-89.5% | $93,063-92.8% | $82,448-91.9% |
| Participation rate | 37.9% | 63.8%-26.0pp | 72.1%-34.2pp | 68.1%-30.2pp |
| Annual return | 15.15% | -775.43%+790.6pp | 34.15%-19.0pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $442 | $2,919-84.8% | $3,958-88.8% | $4,139-89.3% |
| Admin fee / account holder | $157 | $5,982-97.4% | $6,033-97.4% | $7,234-97.8% |