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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 | $7,151 | $29,319-75.6% | $52,425-86.4% | $82,448-91.3% |
| Participation rate | 8.0% | 46.9%-38.9pp | 55.6%-47.6pp | 68.1%-60.1pp |
| Annual return | 20.26% | 535.20%-514.9pp | 302.12%-281.9pp | 41.64%-21.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $239 | $1,171-79.6% | $1,790-86.6% | $4,139-94.2% |
| Admin fee / account holder | $78 | $1,962-96.0% | $2,495-96.9% | $7,234-98.9% |