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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 | $12,734 | $29,569-56.9% | $56,077-77.3% | $77,714-83.6% |
| Participation rate | 1.5% | 32.6%-31.2pp | 52.5%-51.0pp | 70.6%-69.1pp |
| Annual return | 15.15% | 18.90%-3.7pp | 1709.28%-1694.1pp | 31.26%-16.1pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,040-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $81 | $1,061-92.4% | $1,954-95.8% | $4,649-98.3% |
| Admin fee / account holder | $263 | $1,042-74.8% | $2,825-90.7% | $433-39.4% |