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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 | $3,449 | $56,628-93.9% | - | $135,380-97.5% |
| Participation rate | 30.8% | 67.9%-37.1pp | - | 82.6%-51.9pp |
| Annual return | -6.12% | 2630.24%-2636.4pp | - | 519.81%-525.9pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | - | $4,779-100.0% |
| Participant deferral / active EE | $419 | $3,718-88.7% | - | $5,609-92.5% |
| Admin fee / account holder | $0 | $1,588-100.0% | - | $10,828-100.0% |