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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 | $6,026 | $29,733-79.7% | $56,025-89.2% | $80,959-92.6% |
| Participation rate | 6.3% | 41.7%-35.5pp | 52.5%-46.3pp | 67.7%-61.4pp |
| Annual return | 13.81% | 35.28%-21.5pp | 1712.69%-1698.9pp | 35.67%-21.9pp |
| Employer contribution / active EE | $95 | $672-85.8% | $1,042-90.8% | $2,757-96.5% |
| Participant deferral / active EE | $208 | $1,229-83.1% | $1,955-89.4% | $4,300-95.2% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |