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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 | $10,069 | $27,800-63.8% | $58,544-82.8% | $71,495-85.9% |
| Participation rate | 2.4% | 34.6%-32.2pp | 50.9%-48.5pp | 67.9%-65.6pp |
| Annual return | 35.21% | 26.80%+8.4pp | 4249.56%-4214.4pp | 28.85%+6.4pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $131 | $1,208-89.1% | $1,923-93.2% | $4,291-96.9% |
| Admin fee / account holder | $0 | $1,637-100.0% | $2,520-100.0% | $1,588-100.0% |