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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 | $29,670-79.7% | $56,054-89.2% | $80,911-92.6% |
| Participation rate | 6.3% | 41.7%-35.4pp | 52.5%-46.2pp | 67.6%-61.4pp |
| Annual return | 13.81% | 35.24%-21.4pp | 1705.95%-1692.1pp | 35.63%-21.8pp |
| Employer contribution / active EE | $95 | $670-85.7% | $1,039-90.8% | $2,756-96.5% |
| Participant deferral / active EE | $208 | $1,227-83.1% | $1,952-89.4% | $4,297-95.2% |
| Admin fee / account holder | $0 | $2,431-100.0% | $2,822-100.0% | $6,935-100.0% |