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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 | $4,182 | $29,319-85.7% | $52,425-92.0% | $82,448-94.9% |
| Participation rate | 29.4% | 46.9%-17.4pp | 55.6%-26.2pp | 68.1%-38.7pp |
| Annual return | 18.52% | 535.20%-516.7pp | 302.12%-283.6pp | 41.64%-23.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $66 | $1,171-94.3% | $1,790-96.3% | $4,139-98.4% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |