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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 | $11,601 | $29,716-61.0% | $56,077-79.3% | $80,925-85.7% |
| Participation rate | 1.7% | 41.7%-40.0pp | 52.5%-50.8pp | 67.7%-66.0pp |
| Annual return | 14.22% | 35.30%-21.1pp | 1709.28%-1695.1pp | 35.65%-21.4pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $86 | $1,228-93.0% | $1,954-95.6% | $4,299-98.0% |
| Admin fee / account holder | $39 | $2,432-98.4% | $2,825-98.6% | $6,940-99.4% |