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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 | $28,624-71.3% | $53,647-84.7% | $82,637-90.1% |
| Participation rate | 18.2% | 47.3%-29.1pp | 56.3%-38.1pp | 68.1%-49.9pp |
| Annual return | 19.50% | 664.98%-645.5pp | 358.33%-338.8pp | 53.51%-34.0pp |
| Employer contribution / active EE | $131 | $637-79.4% | $962-86.4% | $2,552-94.9% |
| Participant deferral / active EE | $218 | $1,196-81.8% | $1,813-88.0% | $4,126-94.7% |
| Admin fee / account holder | $0 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |