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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 | $6,819 | $29,733-77.1% | $56,025-87.8% | $80,959-91.6% |
| Participation rate | 2.0% | 41.7%-39.8pp | 52.5%-50.5pp | 67.7%-65.7pp |
| Annual return | 16.87% | 35.28%-18.4pp | 1712.69%-1695.8pp | 35.67%-18.8pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $130 | $1,229-89.4% | $1,955-93.4% | $4,300-97.0% |
| Admin fee / account holder | $22 | $2,434-99.1% | $2,828-99.2% | $6,925-99.7% |