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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 | $8,203 | $29,319-72.0% | $52,425-84.4% | $82,448-90.1% |
| Participation rate | 18.2% | 46.9%-28.7pp | 55.6%-37.4pp | 68.1%-49.9pp |
| Annual return | 19.50% | 535.20%-515.7pp | 302.12%-282.6pp | 41.64%-22.1pp |
| Employer contribution / active EE | $131 | $586-77.6% | $914-85.6% | $2,551-94.9% |
| Participant deferral / active EE | $218 | $1,171-81.4% | $1,790-87.8% | $4,139-94.7% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |