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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 | $9,256 | $96,691-90.4% | $86,656-89.3% | $139,487-93.4% |
| Participation rate | 66.7% | 74.4%-7.8pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 16.54% | 106.87%-90.3pp | 593.09%-576.5pp | 373.84%-357.3pp |
| Employer contribution / active EE | $2,056 | $3,267-37.1% | $3,025-32.0% | $4,755-56.8% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $65 | $6,414-99.0% | $5,619-98.8% | $11,407-99.4% |