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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 | $19,491 | $29,733-34.4% | $56,025-65.2% | $80,959-75.9% |
| Participation rate | 4.8% | 41.7%-36.9pp | 52.5%-47.7pp | 67.7%-62.8pp |
| Annual return | 13.98% | 35.28%-21.3pp | 1712.69%-1698.7pp | 35.67%-21.7pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $214 | $1,229-82.6% | $1,955-89.0% | $4,300-95.0% |
| Admin fee / account holder | $150 | $2,434-93.8% | $2,828-94.7% | $6,925-97.8% |