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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 | $4,936 | $81,749-94.0% | $58,544-91.6% | $139,456-96.5% |
| Participation rate | 10.0% | 61.3%-51.3pp | 50.9%-40.9pp | 80.3%-70.3pp |
| Annual return | 33.25% | 7425.45%-7392.2pp | 4249.56%-4216.3pp | 373.45%-340.2pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $110 | $2,555-95.7% | $1,923-94.3% | $6,711-98.4% |
| Admin fee / account holder | $18 | $3,272-99.5% | $2,520-99.3% | $11,407-99.8% |