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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 | $16,773 | $29,319-42.8% | $52,425-68.0% | $82,448-79.7% |
| Participation rate | 9.3% | 46.9%-37.6pp | 55.6%-46.3pp | 68.1%-58.8pp |
| Annual return | 23.28% | 535.20%-511.9pp | 302.12%-278.8pp | 41.64%-18.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $234 | $1,171-80.0% | $1,790-86.9% | $4,139-94.3% |
| Admin fee / account holder | $64 | $1,962-96.7% | $2,495-97.4% | $7,234-99.1% |