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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 | $1,972 | $27,936-92.9% | $58,561-96.6% | $75,173-97.4% |
| Participation rate | 32.0% | 38.8%-6.8pp | 50.9%-18.9pp | 67.2%-35.2pp |
| Annual return | 22.40% | 44.21%-21.8pp | 4251.33%-4228.9pp | 160.72%-138.3pp |
| Employer contribution / active EE | $150 | $670-77.6% | $1,053-85.8% | $2,671-94.4% |
| Participant deferral / active EE | $172 | $1,202-85.7% | $1,923-91.0% | $4,126-95.8% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,520-100.0% | $5,651-100.0% |