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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 | $3,873 | $51,638-92.5% | $68,368-94.3% | $82,448-95.3% |
| Participation rate | 23.3% | 63.6%-40.3pp | 73.8%-50.5pp | 68.1%-44.8pp |
| Annual return | 20.49% | 37.53%-17.0pp | 292.57%-272.1pp | 41.64%-21.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $272 | $2,914-90.7% | $4,123-93.4% | $4,139-93.4% |
| Admin fee / account holder | $153 | $4,643-96.7% | $5,150-97.0% | $7,234-97.9% |