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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 | $7,555 | $29,319-74.2% | $52,425-85.6% | $82,448-90.8% |
| Participation rate | 8.6% | 46.9%-38.3pp | 55.6%-47.1pp | 68.1%-59.5pp |
| Annual return | 17.66% | 535.20%-517.5pp | 302.12%-284.5pp | 41.64%-24.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5 | $1,171-99.5% | $1,790-99.7% | $4,139-99.9% |
| Admin fee / account holder | $115 | $1,962-94.2% | $2,495-95.4% | $7,234-98.4% |