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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 | $2,905 | $29,716-90.2% | $56,077-94.8% | $80,925-96.4% |
| Participation rate | 25.6% | 41.7%-16.1pp | 52.5%-26.9pp | 67.7%-42.0pp |
| Annual return | 12.18% | 35.30%-23.1pp | 1709.28%-1697.1pp | 35.65%-23.5pp |
| Employer contribution / active EE | $129 | $671-80.8% | $1,040-87.6% | $2,756-95.3% |
| Participant deferral / active EE | $162 | $1,228-86.8% | $1,954-91.7% | $4,299-96.2% |
| Admin fee / account holder | $0 | $2,432-100.0% | $2,825-100.0% | $6,940-100.0% |