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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 | $19,124 | $47,479-59.7% | $62,929-69.6% | $82,448-76.8% |
| Participation rate | 7.7% | 66.9%-59.2pp | 73.1%-65.4pp | 68.1%-60.4pp |
| Annual return | 21.59% | 20.34%+1.2pp | 1063.93%-1042.3pp | 41.64%-20.0pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $198 | $2,870-93.1% | $3,888-94.9% | $4,139-95.2% |
| Admin fee / account holder | $75 | $3,804-98.0% | $5,065-98.5% | $7,234-99.0% |