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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 | $3,456 | $29,319-88.2% | $52,425-93.4% | $82,448-95.8% |
| Participation rate | 5.8% | 46.9%-41.1pp | 55.6%-49.9pp | 68.1%-62.3pp |
| Annual return | 23.49% | 535.20%-511.7pp | 302.12%-278.6pp | 41.64%-18.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $40 | $1,171-96.6% | $1,790-97.8% | $4,139-99.0% |
| Admin fee / account holder | $160 | $1,962-91.9% | $2,495-93.6% | $7,234-97.8% |