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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 | $5,838 | $27,924-79.1% | $58,544-90.0% | $75,181-92.2% |
| Participation rate | 5.3% | 38.8%-33.6pp | 50.9%-45.6pp | 67.2%-61.9pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4249.56%-4249.6pp | 160.69%-160.7pp |
| Employer contribution / active EE | $116 | $669-82.7% | $1,053-89.0% | $2,671-95.7% |
| Participant deferral / active EE | $174 | $1,202-85.5% | $1,923-91.0% | $4,126-95.8% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,520-100.0% | $5,650-100.0% |