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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 | $3,895 | $29,319-86.7% | $52,425-92.6% | $82,448-95.3% |
| Participation rate | 21.3% | 46.9%-25.5pp | 55.6%-34.3pp | 68.1%-46.8pp |
| Annual return | 29.30% | 535.20%-505.9pp | 302.12%-272.8pp | 41.64%-12.3pp |
| Employer contribution / active EE | $129 | $586-78.0% | $914-85.9% | $2,551-95.0% |
| Participant deferral / active EE | $164 | $1,171-86.0% | $1,790-90.8% | $4,139-96.0% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |