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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 | $5,338 | $27,243-80.4% | $52,425-89.8% | $79,634-93.3% |
| Participation rate | 2.4% | 22.4%-20.0pp | 55.6%-53.2pp | 62.5%-60.1pp |
| Annual return | 19.21% | 63.36%-44.1pp | 302.12%-282.9pp | 36.46%-17.3pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $42 | $636-93.5% | $1,790-97.7% | $3,835-98.9% |
| Admin fee / account holder | $214 | $2,105-89.8% | $2,495-91.4% | $1,002-78.6% |