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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 | $66,444-61.0% | $120,225-78.5% | $79,634-67.5% |
| Participation rate | 2.8% | 42.8%-40.0pp | 69.6%-66.8pp | 62.5%-59.7pp |
| Annual return | 15.55% | 53.37%-37.8pp | 439.23%-423.7pp | 36.46%-20.9pp |
| Employer contribution / active EE | $0 | $1,860-100.0% | $3,475-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $237 | $2,798-91.5% | $3,999-94.1% | $3,835-93.8% |
| Admin fee / account holder | $0 | $1,295-100.0% | $5,696-100.0% | $1,002-100.0% |