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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 | $20,809 | $75,832-72.6% | $147,617-85.9% | $59,633-65.1% |
| Participation rate | 10.9% | 71.6%-60.7pp | 84.6%-73.8pp | 68.7%-57.8pp |
| Annual return | -0.65% | 0.37%-1.0pp | 61.98%-62.6pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $559 | $3,131-82.1% | $4,895-88.6% | $3,192-82.5% |
| Admin fee / account holder | $75 | $5,986-98.7% | $11,612-99.4% | $4,297-98.3% |