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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 | $9,599 | $92,766-89.7% | $82,763-88.4% | $134,545-92.9% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | 0.00% | 946.97%-947.0pp | 702.45%-702.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $364 | $3,273-88.9% | $3,008-87.9% | $4,742-92.3% |
| Participant deferral / active EE | $479 | $4,802-90.0% | $4,395-89.1% | $6,401-92.5% |
| Admin fee / account holder | $173 | $5,978-97.1% | $5,325-96.8% | $11,431-98.5% |