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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 | $2,335 | $29,319-92.0% | $52,425-95.5% | $82,448-97.2% |
| Participation rate | 38.8% | 46.9%-8.1pp | 55.6%-16.8pp | 68.1%-29.3pp |
| Annual return | 26.41% | 535.20%-508.8pp | 302.12%-275.7pp | 41.64%-15.2pp |
| Employer contribution / active EE | $113 | $586-80.7% | $914-87.6% | $2,551-95.6% |
| Participant deferral / active EE | $191 | $1,171-83.7% | $1,790-89.3% | $4,139-95.4% |
| Admin fee / account holder | $4 | $1,962-99.8% | $2,495-99.8% | $7,234-99.9% |