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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 | $1,555 | $29,319-94.7% | $52,425-97.0% | $82,448-98.1% |
| Participation rate | 51.7% | 46.9%+4.9pp | 55.6%-3.9pp | 68.1%-16.3pp |
| Annual return | 18.87% | 535.20%-516.3pp | 302.12%-283.3pp | 41.64%-22.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $165 | $1,171-85.9% | $1,790-90.8% | $4,139-96.0% |
| Admin fee / account holder | $248 | $1,962-87.3% | $2,495-90.0% | $7,234-96.6% |