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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 | $2,219 | $49,976-95.6% | $66,674-96.7% | $82,637-97.3% |
| Participation rate | 57.4% | 63.1%-5.7pp | 73.7%-16.3pp | 68.1%-10.6pp |
| Annual return | 19.12% | 39.09%-20.0pp | 321.24%-302.1pp | 53.51%-34.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $290 | $2,847-89.8% | $4,084-92.9% | $4,126-93.0% |
| Admin fee / account holder | $73 | $4,594-98.4% | $5,098-98.6% | $7,339-99.0% |