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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 | $34,932-69.2% | $56,441-81.0% | $74,546-85.6% |
| Participation rate | 5.4% | 32.9%-27.5pp | 52.5%-47.1pp | 67.2%-61.8pp |
| Annual return | 16.48% | 24.90%-8.4pp | 1704.21%-1687.7pp | 1366.03%-1349.6pp |
| Employer contribution / active EE | $0 | $608-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $181 | $1,173-84.6% | $1,953-90.7% | $4,347-95.8% |
| Admin fee / account holder | $192 | $2,359-91.9% | $2,829-93.2% | $1,944-90.1% |