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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 | $5,408 | $29,670-81.8% | $56,054-90.4% | $80,911-93.3% |
| Participation rate | 4.5% | 41.7%-37.1pp | 52.5%-47.9pp | 67.6%-63.1pp |
| Annual return | 12.85% | 35.24%-22.4pp | 1705.95%-1693.1pp | 35.63%-22.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $77 | $1,227-93.8% | $1,952-96.1% | $4,297-98.2% |
| Admin fee / account holder | $161 | $2,431-93.4% | $2,822-94.3% | $6,935-97.7% |