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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 | $29,667-51.8% | $56,441-74.7% | $80,874-82.3% |
| Participation rate | 3.5% | 41.7%-38.2pp | 52.5%-49.0pp | 67.6%-64.1pp |
| Annual return | 11.26% | 35.22%-24.0pp | 1704.21%-1693.0pp | 35.62%-24.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $172 | $1,227-86.0% | $1,953-91.2% | $4,297-96.0% |
| Admin fee / account holder | $48 | $2,429-98.0% | $2,829-98.3% | $6,935-99.3% |