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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 | $60,110 | $30,437+97.5% | $56,033+7.3% | $74,459-19.3% |
| Participation rate | 1.0% | 32.9%-31.9pp | 52.5%-51.5pp | 67.2%-66.3pp |
| Annual return | 15.26% | 24.96%-9.7pp | 1711.38%-1696.1pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $127 | $1,176-89.2% | $1,954-93.5% | $4,350-97.1% |
| Admin fee / account holder | $232 | $2,363-90.2% | $2,827-91.8% | $1,945-88.1% |