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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 | $49,976-92.3% | $66,674-94.2% | $82,637-95.3% |
| Participation rate | 23.3% | 63.1%-39.8pp | 73.7%-50.4pp | 68.1%-44.8pp |
| Annual return | 20.49% | 39.09%-18.6pp | 321.24%-300.8pp | 53.51%-33.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $272 | $2,847-90.5% | $4,084-93.3% | $4,126-93.4% |
| Admin fee / account holder | $153 | $4,594-96.7% | $5,098-97.0% | $7,339-97.9% |