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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 | $10,230 | $51,638-80.2% | $68,368-85.0% | $82,448-87.6% |
| Participation rate | 15.0% | 63.6%-48.6pp | 73.8%-58.8pp | 68.1%-53.1pp |
| Annual return | 0.00% | 37.53%-37.5pp | 292.57%-292.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $228 | $2,914-92.2% | $4,123-94.5% | $4,139-94.5% |
| Admin fee / account holder | $130 | $4,643-97.2% | $5,150-97.5% | $7,234-98.2% |