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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 | $5,749 | $76,522-92.5% | $56,033-89.7% | $145,884-96.1% |
| Participation rate | 19.0% | 63.2%-44.2pp | 52.5%-33.4pp | 80.3%-61.3pp |
| Annual return | 9.64% | 3014.28%-3004.6pp | 1711.38%-1701.7pp | 551.85%-542.2pp |
| Employer contribution / active EE | $102 | $1,382-92.6% | $1,041-90.2% | $4,662-97.8% |
| Participant deferral / active EE | $187 | $2,624-92.9% | $1,954-90.4% | $6,690-97.2% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |