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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 | $10,394 | $25,014-58.4% | $69,460-85.0% | $80,911-87.2% |
| Participation rate | 11.8% | 64.2%-52.4pp | 66.4%-54.7pp | 67.6%-55.9pp |
| Annual return | 155.26% | 19.08%+136.2pp | 100.80%+54.5pp | 35.63%+119.6pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,714-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $209 | $1,839-88.6% | $2,890-92.8% | $4,297-95.1% |
| Admin fee / account holder | $100 | $2,491-96.0% | $4,695-97.9% | $6,935-98.6% |