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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 | $7,391 | $30,385-75.7% | $56,054-86.8% | $74,400-90.1% |
| Participation rate | 0.6% | 32.9%-32.3pp | 52.5%-51.9pp | 67.2%-66.6pp |
| Annual return | 14.87% | 24.92%-10.0pp | 1705.95%-1691.1pp | 1367.51%-1352.6pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $143 | $1,174-87.8% | $1,952-92.7% | $4,348-96.7% |
| Admin fee / account holder | $176 | $2,361-92.5% | $2,822-93.8% | $1,944-90.9% |