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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 | $25,897 | $58,121-55.4% | $130,788-80.2% | $64,728-60.0% |
| Participation rate | 2.8% | 34.7%-31.9pp | 70.1%-67.3pp | 57.9%-55.1pp |
| Annual return | 15.55% | 102.13%-86.6pp | 386.44%-370.9pp | 49.38%-33.8pp |
| Employer contribution / active EE | $0 | $1,281-100.0% | $3,558-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $237 | $2,137-88.9% | $4,137-94.3% | $2,729-91.3% |
| Admin fee / account holder | $0 | $1,703-100.0% | $6,673-100.0% | $1,145-100.0% |