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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 | $31,978 | $48,050-33.4% | $96,754-66.9% | $64,340-50.3% |
| Participation rate | 1.5% | 40.6%-39.1pp | 70.3%-68.8pp | 55.2%-53.8pp |
| Annual return | 20.37% | 23.41%-3.0pp | 82.04%-61.7pp | 24.14%-3.8pp |
| Employer contribution / active EE | $0 | $1,204-100.0% | $2,679-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $353 | $2,191-83.9% | $4,758-92.6% | $2,980-88.2% |
| Admin fee / account holder | $232 | $3,741-93.8% | $8,905-97.4% | $3,703-93.7% |