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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 | $2,010 | $27,924-92.8% | $58,544-96.6% | $75,181-97.3% |
| Participation rate | 64.3% | 38.8%+25.4pp | 50.9%+13.4pp | 67.2%-2.9pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4249.56%-4249.6pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $15 | $1,202-98.8% | $1,923-99.2% | $4,126-99.6% |
| Admin fee / account holder | $17 | $1,726-99.0% | $2,520-99.3% | $5,650-99.7% |