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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 | $2,012 | $29,716-93.2% | $56,077-96.4% | $80,925-97.5% |
| Participation rate | 34.4% | 41.7%-7.3pp | 52.5%-18.1pp | 67.7%-33.3pp |
| Annual return | 13.63% | 35.30%-21.7pp | 1709.28%-1695.6pp | 35.65%-22.0pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $232 | $1,228-81.2% | $1,954-88.2% | $4,299-94.6% |
| Admin fee / account holder | $0 | $2,432-100.0% | $2,825-100.0% | $6,940-100.0% |