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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 | $34,526 | $28,624+20.6% | $53,647-35.6% | $82,637-58.2% |
| Participation rate | 3.2% | 47.3%-44.0pp | 56.3%-53.1pp | 68.1%-64.8pp |
| Annual return | 18.99% | 664.98%-646.0pp | 358.33%-339.3pp | 53.51%-34.5pp |
| Employer contribution / active EE | $132 | $637-79.3% | $962-86.3% | $2,552-94.8% |
| Participant deferral / active EE | $132 | $1,196-89.0% | $1,813-92.7% | $4,126-96.8% |
| Admin fee / account holder | $0 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |