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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 | $14,116 | $29,733-52.5% | $56,025-74.8% | $80,959-82.6% |
| Participation rate | 1.9% | 41.7%-39.9pp | 52.5%-50.7pp | 67.7%-65.8pp |
| Annual return | 15.93% | 35.28%-19.4pp | 1712.69%-1696.8pp | 35.67%-19.7pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $141 | $1,229-88.6% | $1,955-92.8% | $4,300-96.7% |
| Admin fee / account holder | $53 | $2,434-97.8% | $2,828-98.1% | $6,925-99.2% |