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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 | $4,939 | $25,014-80.3% | $69,623-92.9% | $80,935-93.9% |
| Participation rate | 5.7% | 64.2%-58.6pp | 66.4%-60.8pp | 67.7%-62.0pp |
| Annual return | 14.49% | 19.08%-4.6pp | 101.23%-86.7pp | 35.66%-21.2pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,709-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $98 | $1,840-94.7% | $2,890-96.6% | $4,299-97.7% |
| Admin fee / account holder | $18 | $2,491-99.3% | $4,696-99.6% | $6,924-99.7% |