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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 | $1,352 | $29,319-95.4% | $52,425-97.4% | $82,448-98.4% |
| Participation rate | 34.6% | 46.9%-12.2pp | 55.6%-21.0pp | 68.1%-33.5pp |
| Annual return | 31.37% | 535.20%-503.8pp | 302.12%-270.8pp | 41.64%-10.3pp |
| Employer contribution / active EE | $167 | $586-71.5% | $914-81.7% | $2,551-93.4% |
| Participant deferral / active EE | $221 | $1,171-81.1% | $1,790-87.7% | $4,139-94.7% |
| Admin fee / account holder | $16 | $1,962-99.2% | $2,495-99.4% | $7,234-99.8% |