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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 | $10,745 | $30,423-64.7% | $56,025-80.8% | $74,478-85.6% |
| Participation rate | 5.4% | 32.9%-27.5pp | 52.5%-47.1pp | 67.2%-61.8pp |
| Annual return | 16.48% | 24.97%-8.5pp | 1712.69%-1696.2pp | 1370.56%-1354.1pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $181 | $1,176-84.6% | $1,955-90.8% | $4,350-95.8% |
| Admin fee / account holder | $192 | $2,363-91.9% | $2,828-93.2% | $1,946-90.1% |