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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 | $17,617 | $30,423-42.1% | $56,025-68.6% | $74,478-76.3% |
| Participation rate | 2.5% | 32.9%-30.4pp | 52.5%-50.0pp | 67.2%-64.7pp |
| Annual return | 18.10% | 24.97%-6.9pp | 1712.69%-1694.6pp | 1370.56%-1352.5pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $145 | $1,176-87.7% | $1,955-92.6% | $4,350-96.7% |
| Admin fee / account holder | $38 | $2,363-98.4% | $2,828-98.7% | $1,946-98.1% |