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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 | $5,079 | $29,733-82.9% | $56,025-90.9% | $80,959-93.7% |
| Participation rate | 6.8% | 41.7%-34.9pp | 52.5%-45.7pp | 67.7%-60.9pp |
| Annual return | 16.54% | 35.28%-18.7pp | 1712.69%-1696.1pp | 35.67%-19.1pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $151 | $1,229-87.7% | $1,955-92.3% | $4,300-96.5% |
| Admin fee / account holder | $17 | $2,434-99.3% | $2,828-99.4% | $6,925-99.8% |