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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 | $8,452 | $27,943-69.8% | $58,507-85.6% | $75,177-88.8% |
| Participation rate | 3.2% | 38.8%-35.7pp | 50.9%-47.7pp | 67.2%-64.0pp |
| Annual return | 24.03% | 44.22%-20.2pp | 4252.32%-4228.3pp | 160.75%-136.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $151 | $1,202-87.4% | $1,922-92.1% | $4,126-96.3% |
| Admin fee / account holder | $85 | $1,727-95.1% | $2,486-96.6% | $5,651-98.5% |