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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 | $11,347 | $39,028-70.9% | $80,741-85.9% | $85,856-86.8% |
| Participation rate | 1.3% | 41.6%-40.2pp | 54.2%-52.8pp | 69.3%-68.0pp |
| Annual return | 41.85% | 26.31%+15.5pp | 87.30%-45.5pp | 318.58%-276.7pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $115 | $1,326-91.3% | $2,145-94.6% | $3,952-97.1% |
| Admin fee / account holder | $28 | $2,429-98.8% | $3,380-99.2% | $6,261-99.6% |