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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 | $40,831 | $27,800+46.9% | $58,507-30.2% | $71,529-42.9% |
| Participation rate | 0.9% | 34.6%-33.7pp | 50.9%-50.0pp | 67.9%-67.1pp |
| Annual return | 27.72% | 26.80%+0.9pp | 4252.32%-4224.6pp | 28.97%-1.3pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $138 | $1,208-88.5% | $1,922-92.8% | $4,291-96.8% |
| Admin fee / account holder | $134 | $1,637-91.8% | $2,486-94.6% | $1,588-91.6% |