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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 | $1,764 | $29,319-94.0% | $52,425-96.6% | $82,448-97.9% |
| Participation rate | 27.0% | 46.9%-19.8pp | 55.6%-28.6pp | 68.1%-41.0pp |
| Annual return | 25.95% | 535.20%-509.3pp | 302.12%-276.2pp | 41.64%-15.7pp |
| Employer contribution / active EE | $84 | $586-85.6% | $914-90.8% | $2,551-96.7% |
| Participant deferral / active EE | $91 | $1,171-92.3% | $1,790-94.9% | $4,139-97.8% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |