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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $5,122 | $27,924-81.7% | $58,544-91.3% | $75,181-93.2% |
| Participation rate | 18.9% | 38.8%-19.9pp | 50.9%-31.9pp | 67.2%-48.3pp |
| Annual return | 28.74% | 44.20%-15.5pp | 4249.56%-4220.8pp | 160.69%-131.9pp |
| Employer contribution / active EE | $12 | $669-98.2% | $1,053-98.9% | $2,671-99.6% |
| Participant deferral / active EE | $503 | $1,202-58.1% | $1,923-73.8% | $4,126-87.8% |
| Admin fee / account holder | $23 | $1,726-98.7% | $2,520-99.1% | $5,650-99.6% |