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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 | $29,670-34.3% | $56,054-65.2% | $80,911-75.9% |
| Participation rate | 4.8% | 41.7%-36.8pp | 52.5%-47.7pp | 67.6%-62.8pp |
| Annual return | 13.98% | 35.24%-21.3pp | 1705.95%-1692.0pp | 35.63%-21.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $214 | $1,227-82.6% | $1,952-89.0% | $4,297-95.0% |
| Admin fee / account holder | $150 | $2,431-93.8% | $2,822-94.7% | $6,935-97.8% |