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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 | $14,306 | $29,733-51.9% | $56,025-74.5% | $80,959-82.3% |
| Participation rate | 3.5% | 41.7%-38.2pp | 52.5%-49.0pp | 67.7%-64.2pp |
| Annual return | 11.26% | 35.28%-24.0pp | 1712.69%-1701.4pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $172 | $1,229-86.0% | $1,955-91.2% | $4,300-96.0% |
| Admin fee / account holder | $48 | $2,434-98.0% | $2,828-98.3% | $6,925-99.3% |