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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 | $25,897 | $55,715-53.5% | $124,206-79.2% | $71,012-63.5% |
| Participation rate | 2.8% | 34.7%-31.9pp | 69.6%-66.8pp | 58.6%-55.8pp |
| Annual return | 15.55% | 73.23%-57.7pp | 515.27%-499.7pp | 37.67%-22.1pp |
| Employer contribution / active EE | $0 | $964-100.0% | $3,540-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $237 | $1,833-87.1% | $3,968-94.0% | $3,246-92.7% |
| Admin fee / account holder | $0 | $1,481-100.0% | $5,929-100.0% | $1,167-100.0% |