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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 | $9,039 | $30,732-70.6% | $59,496-84.8% | $59,633-84.8% |
| Participation rate | 5.9% | 43.2%-37.3pp | 54.6%-48.7pp | 68.7%-62.8pp |
| Annual return | -1.47% | 4.47%-5.9pp | 182.05%-183.5pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $295 | $1,183-75.1% | $1,829-83.9% | $3,192-90.8% |
| Admin fee / account holder | $63 | $2,136-97.1% | $2,232-97.2% | $4,297-98.5% |