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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 | $20,594 | $73,518-72.0% | $63,003-67.3% | $147,585-86.0% |
| Participation rate | 10.5% | 77.9%-67.3pp | 74.8%-64.3pp | 82.8%-72.3pp |
| Annual return | 0.00% | 175.46%-175.5pp | 87.59%-87.6pp | 578.57%-578.6pp |
| Employer contribution / active EE | $133 | $3,322-96.0% | $2,760-95.2% | $4,876-97.3% |
| Participant deferral / active EE | $1,886 | $4,183-54.9% | $3,329-43.3% | $5,439-65.3% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |