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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 | $17,082 | $29,319-41.7% | $52,425-67.4% | $82,448-79.3% |
| Participation rate | 3.3% | 46.9%-43.5pp | 55.6%-52.3pp | 68.1%-64.7pp |
| Annual return | 21.94% | 535.20%-513.3pp | 302.12%-280.2pp | 41.64%-19.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $240 | $1,171-79.5% | $1,790-86.6% | $4,139-94.2% |
| Admin fee / account holder | $138 | $1,962-93.0% | $2,495-94.5% | $7,234-98.1% |