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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 | $6,575 | $29,319-77.6% | $52,425-87.5% | $82,448-92.0% |
| Participation rate | 6.3% | 46.9%-40.6pp | 55.6%-49.4pp | 68.1%-61.8pp |
| Annual return | 24.61% | 535.20%-510.6pp | 302.12%-277.5pp | 41.64%-17.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $145 | $1,171-87.7% | $1,790-91.9% | $4,139-96.5% |
| Admin fee / account holder | $21 | $1,962-99.0% | $2,495-99.2% | $7,234-99.7% |