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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 | $9,440 | $100,895-90.6% | $90,430-89.6% | $158,950-94.1% |
| Participation rate | 30.4% | 75.0%-44.6pp | 72.7%-42.3pp | 82.0%-51.5pp |
| Annual return | 0.00% | 1725.54%-1725.5pp | 1293.73%-1293.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $397 | $4,347-90.9% | $3,963-90.0% | $5,983-93.4% |
| Admin fee / account holder | $29 | $6,505-99.6% | $5,613-99.5% | $11,248-99.7% |