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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 | $3,043 | $27,632-89.0% | $61,452-95.0% | $68,486-95.6% |
| Participation rate | 3.8% | 39.5%-35.7pp | 52.6%-48.7pp | 67.9%-64.0pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.96%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $198 | $1,264-84.3% | $2,125-90.7% | $4,028-95.1% |
| Admin fee / account holder | $5 | $2,010-99.7% | $2,131-99.7% | $5,404-99.9% |