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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 | $13,959 | $30,423-54.1% | $56,025-75.1% | $74,478-81.3% |
| Participation rate | 2.5% | 32.9%-30.4pp | 52.5%-50.0pp | 67.2%-64.7pp |
| Annual return | 10.90% | 24.97%-14.1pp | 1712.69%-1701.8pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $40 | $1,176-96.6% | $1,955-98.0% | $4,350-99.1% |
| Admin fee / account holder | $0 | $2,363-100.0% | $2,828-100.0% | $1,946-100.0% |