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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $10,613 | $106,557-90.0% | $91,227-88.4% | $134,545-92.1% |
| Participation rate | 22.2% | 76.8%-54.6pp | 73.2%-51.0pp | 81.2%-59.0pp |
| Annual return | 0.00% | 160.81%-160.8pp | 114.14%-114.1pp | 418.37%-418.4pp |
| Employer contribution / active EE | $169 | $3,332-94.9% | $2,851-94.1% | $4,742-96.4% |
| Participant deferral / active EE | $2,173 | $4,719-54.0% | $4,234-48.7% | $6,401-66.1% |
| Admin fee / account holder | $11 | $6,235-99.8% | $5,423-99.8% | $11,431-99.9% |