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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $13,670 | $27,943-51.1% | $58,507-76.6% | $75,177-81.8% |
| Participation rate | 5.7% | 38.8%-33.1pp | 50.9%-45.2pp | 67.2%-61.5pp |
| Annual return | 0.00% | 44.22%-44.2pp | 4252.32%-4252.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $727 | $1,202-39.5% | $1,922-62.2% | $4,126-82.4% |
| Admin fee / account holder | $19 | $1,727-98.9% | $2,486-99.3% | $5,651-99.7% |