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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 | $13,834 | $30,437-54.5% | $56,033-75.3% | $74,459-81.4% |
| Participation rate | 1.8% | 32.9%-31.1pp | 52.5%-50.7pp | 67.2%-65.4pp |
| Annual return | 20.27% | 24.96%-4.7pp | 1711.38%-1691.1pp | 1369.70%-1349.4pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $144 | $1,176-87.7% | $1,954-92.6% | $4,350-96.7% |
| Admin fee / account holder | $47 | $2,363-98.0% | $2,827-98.3% | $1,945-97.6% |