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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 | $5,625 | $29,667-81.0% | $56,441-90.0% | $80,874-93.0% |
| Participation rate | 6.0% | 41.7%-35.7pp | 52.5%-46.5pp | 67.6%-61.6pp |
| Annual return | 15.51% | 35.22%-19.7pp | 1704.21%-1688.7pp | 35.62%-20.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $151 | $1,227-87.7% | $1,953-92.3% | $4,297-96.5% |
| Admin fee / account holder | $20 | $2,429-99.2% | $2,829-99.3% | $6,935-99.7% |