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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 | $9,878 | $27,936-64.6% | $58,561-83.1% | $75,173-86.9% |
| Participation rate | 1.3% | 38.8%-37.5pp | 50.9%-49.6pp | 67.2%-65.9pp |
| Annual return | 30.47% | 44.21%-13.7pp | 4251.33%-4220.9pp | 160.72%-130.3pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $147 | $1,202-87.8% | $1,923-92.3% | $4,126-96.4% |
| Admin fee / account holder | $17 | $1,727-99.0% | $2,520-99.3% | $5,651-99.7% |