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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 | $1,054 | $67,823-98.4% | $52,425-98.0% | $137,256-99.2% |
| Participation rate | 42.1% | 63.9%-21.8pp | 55.6%-13.5pp | 80.0%-37.9pp |
| Annual return | 14.23% | 219.11%-204.9pp | 302.12%-287.9pp | 220.34%-206.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $199 | $2,288-91.3% | $1,790-88.9% | $6,407-96.9% |
| Admin fee / account holder | $174 | $2,844-93.9% | $2,495-93.0% | $12,270-98.6% |