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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 | $5,670 | $26,549-78.6% | $61,452-90.8% | $66,938-91.5% |
| Participation rate | 5.0% | 38.1%-33.0pp | 52.6%-47.5pp | 69.8%-64.8pp |
| Annual return | 0.00% | -16.21%+16.2pp | 338.96%-339.0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $158 | $651-75.7% | $1,160-86.3% | $2,545-93.8% |
| Participant deferral / active EE | $186 | $1,338-86.1% | $2,125-91.2% | $4,238-95.6% |
| Admin fee / account holder | $7 | $409-98.3% | $2,131-99.7% | $594-98.8% |