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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 | $34,061 | $138,072-75.3% | $123,549-72.4% | $135,382-74.8% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 0.00% | 153.69%-153.7pp | 119.20%-119.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,297 | $5,152-74.8% | $4,628-72.0% | $4,779-72.9% |
| Participant deferral / active EE | $1,630 | $6,799-76.0% | $6,426-74.6% | $5,609-70.9% |
| Admin fee / account holder | $80 | $10,917-99.3% | $9,284-99.1% | $10,829-99.3% |