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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 | $8,266 | $29,733-72.2% | $56,025-85.2% | $80,959-89.8% |
| Participation rate | 4.8% | 41.7%-36.9pp | 52.5%-47.7pp | 67.7%-62.8pp |
| Annual return | 16.67% | 35.28%-18.6pp | 1712.69%-1696.0pp | 35.67%-19.0pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $169 | $1,229-86.3% | $1,955-91.4% | $4,300-96.1% |
| Admin fee / account holder | $28 | $2,434-98.8% | $2,828-99.0% | $6,925-99.6% |