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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 | $25,109 | $29,319-14.4% | $52,425-52.1% | $82,448-69.5% |
| Participation rate | 3.3% | 46.9%-43.5pp | 55.6%-52.3pp | 68.1%-64.7pp |
| Annual return | 22.73% | 535.20%-512.5pp | 302.12%-279.4pp | 41.64%-18.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $226 | $1,171-80.7% | $1,790-87.4% | $4,139-94.6% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |