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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 | $20,622 | $48,432-57.4% | $121,204-83.0% | $71,511-71.2% |
| Participation rate | 3.3% | 54.3%-51.0pp | 69.5%-66.2pp | 67.9%-64.6pp |
| Annual return | 18.39% | 23.28%-4.9pp | 987.18%-968.8pp | 28.86%-10.5pp |
| Employer contribution / active EE | $0 | $1,493-100.0% | $4,170-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $68 | $2,756-97.6% | $4,083-98.3% | $4,291-98.4% |
| Admin fee / account holder | $0 | $1,845-100.0% | $5,651-100.0% | $1,588-100.0% |