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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 | $5,088 | $29,319-82.6% | $52,425-90.3% | $82,448-93.8% |
| Participation rate | 7.5% | 46.9%-39.3pp | 55.6%-48.1pp | 68.1%-60.5pp |
| Annual return | 20.39% | 535.20%-514.8pp | 302.12%-281.7pp | 41.64%-21.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $88 | $1,171-92.5% | $1,790-95.1% | $4,139-97.9% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |