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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 | $1,818 | $22,602-92.0% | $65,566-97.2% | $75,173-97.6% |
| Participation rate | 35.3% | 63.1%-27.8pp | 64.9%-29.6pp | 67.2%-31.9pp |
| Annual return | 334.40% | 71.13%+263.3pp | 47.40%+287.0pp | 160.72%+173.7pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $69 | $1,695-95.9% | $2,832-97.6% | $4,126-98.3% |
| Admin fee / account holder | $62 | $1,877-96.7% | $4,114-98.5% | $5,651-98.9% |