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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 | $14,825 | $35,949-58.8% | $88,632-83.3% | $65,186-77.3% |
| Participation rate | 16.1% | 56.4%-40.3pp | 68.8%-52.7pp | 70.2%-54.1pp |
| Annual return | 0.00% | 47.52%-47.5pp | 43.75%-43.8pp | 29.39%-29.4pp |
| Employer contribution / active EE | $0 | $1,047-100.0% | $2,101-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $708 | $1,870-62.1% | $2,917-75.7% | $3,514-79.9% |
| Admin fee / account holder | $106 | $496-78.6% | $4,308-97.5% | $847-87.5% |