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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 | $3,243 | $29,733-89.1% | $56,025-94.2% | $80,959-96.0% |
| Participation rate | 6.8% | 41.7%-34.9pp | 52.5%-45.7pp | 67.7%-60.9pp |
| Annual return | 14.81% | 35.28%-20.5pp | 1712.69%-1697.9pp | 35.67%-20.9pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $61 | $1,229-95.1% | $1,955-96.9% | $4,300-98.6% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |