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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 | $6,358 | $29,051-78.1% | $52,425-87.9% | $67,986-90.6% |
| Participation rate | 5.8% | 30.4%-24.6pp | 55.6%-49.8pp | 57.2%-51.4pp |
| Annual return | 23.24% | 24.00%-0.8pp | 302.12%-278.9pp | 31.67%-8.4pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $78 | $873-91.0% | $1,790-95.6% | $3,358-97.7% |
| Admin fee / account holder | $11 | $2,113-99.5% | $2,495-99.6% | $3,203-99.7% |