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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 | $29,716-72.2% | $56,077-85.3% | $80,925-89.8% |
| Participation rate | 4.8% | 41.7%-36.9pp | 52.5%-47.7pp | 67.7%-62.8pp |
| Annual return | 16.67% | 35.30%-18.6pp | 1709.28%-1692.6pp | 35.65%-19.0pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $169 | $1,228-86.3% | $1,954-91.4% | $4,299-96.1% |
| Admin fee / account holder | $28 | $2,432-98.8% | $2,825-99.0% | $6,940-99.6% |