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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 | $19,463 | $29,319-33.6% | $52,425-62.9% | $82,448-76.4% |
| Participation rate | 9.4% | 46.9%-37.5pp | 55.6%-46.2pp | 68.1%-58.7pp |
| Annual return | 21.29% | 535.20%-513.9pp | 302.12%-280.8pp | 41.64%-20.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $160 | $1,171-86.3% | $1,790-91.1% | $4,139-96.1% |
| Admin fee / account holder | $76 | $1,962-96.1% | $2,495-96.9% | $7,234-98.9% |