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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 | $3,335 | $29,319-88.6% | $52,425-93.6% | $82,448-96.0% |
| Participation rate | 11.5% | 46.9%-35.3pp | 55.6%-44.1pp | 68.1%-56.5pp |
| Annual return | 24.68% | 535.20%-510.5pp | 302.12%-277.4pp | 41.64%-17.0pp |
| Employer contribution / active EE | $74 | $586-87.5% | $914-92.0% | $2,551-97.1% |
| Participant deferral / active EE | $78 | $1,171-93.4% | $1,790-95.7% | $4,139-98.1% |
| Admin fee / account holder | $286 | $1,962-85.4% | $2,495-88.5% | $7,234-96.0% |