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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 | $3,942 | $31,105-87.3% | $53,647-92.7% | $64,097-93.9% |
| Participation rate | 5.6% | 30.7%-25.0pp | 56.3%-50.6pp | 55.2%-49.5pp |
| Annual return | 24.16% | 22.54%+1.6pp | 358.33%-334.2pp | 34.64%-10.5pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $48 | $896-94.6% | $1,813-97.3% | $3,080-98.4% |
| Admin fee / account holder | $23 | $2,195-99.0% | $2,460-99.1% | $3,454-99.3% |