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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 | $2,773 | $51,638-94.6% | $68,368-95.9% | $82,448-96.6% |
| Participation rate | 10.8% | 63.6%-52.8pp | 73.8%-62.9pp | 68.1%-57.3pp |
| Annual return | 19.53% | 37.53%-18.0pp | 292.57%-273.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $65 | $2,914-97.8% | $4,123-98.4% | $4,139-98.4% |
| Admin fee / account holder | $11 | $4,643-99.8% | $5,150-99.8% | $7,234-99.9% |