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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 | $34,232 | $105,200-67.5% | $159,474-78.5% | $85,847-60.1% |
| Participation rate | 50.7% | 75.8%-25.1pp | 82.8%-32.1pp | 69.3%-18.6pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.68%-263.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $205 | $5,946-96.6% | $7,353-97.2% | $3,952-94.8% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,802-100.0% | $6,261-100.0% |