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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 | $9,671 | $30,385-68.2% | $56,054-82.7% | $74,400-87.0% |
| Participation rate | 4.5% | 32.9%-28.4pp | 52.5%-48.0pp | 67.2%-62.7pp |
| Annual return | 16.61% | 24.92%-8.3pp | 1705.95%-1689.3pp | 1367.51%-1350.9pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $135 | $1,174-88.5% | $1,952-93.1% | $4,348-96.9% |
| Admin fee / account holder | $111 | $2,361-95.3% | $2,822-96.1% | $1,944-94.3% |