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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 | $12,319 | $29,319-58.0% | $52,425-76.5% | $82,448-85.1% |
| Participation rate | 7.9% | 46.9%-39.0pp | 55.6%-47.8pp | 68.1%-60.2pp |
| Annual return | 20.42% | 535.20%-514.8pp | 302.12%-281.7pp | 41.64%-21.2pp |
| Employer contribution / active EE | $105 | $586-82.0% | $914-88.5% | $2,551-95.9% |
| Participant deferral / active EE | $239 | $1,171-79.6% | $1,790-86.6% | $4,139-94.2% |
| Admin fee / account holder | $20 | $1,962-99.0% | $2,495-99.2% | $7,234-99.7% |