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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $8,547 | $29,716-71.2% | $56,077-84.8% | $80,925-89.4% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | 12.50% | 35.30%-22.8pp | 1709.28%-1696.8pp | 35.65%-23.2pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $384 | $1,228-68.8% | $1,954-80.4% | $4,299-91.1% |
| Admin fee / account holder | $89 | $2,432-96.4% | $2,825-96.9% | $6,940-98.7% |