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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 | $16,965 | $39,798-57.4% | $67,711-74.9% | $59,632-71.6% |
| Participation rate | 23.3% | 57.4%-34.0pp | 67.5%-44.2pp | 68.7%-45.3pp |
| Annual return | 4.75% | 89.94%-85.2pp | 25.41%-20.7pp | 2041.32%-2036.6pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $684 | $2,335-70.7% | $3,585-80.9% | $3,192-78.6% |
| Admin fee / account holder | $3 | $3,212-99.9% | $4,255-99.9% | $4,297-99.9% |