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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 | $16,482 | $90,607-81.8% | $79,467-79.3% | $135,380-87.8% |
| Participation rate | 36.4% | 76.0%-39.7pp | 73.3%-37.0pp | 82.6%-46.3pp |
| Annual return | -4.74% | 977.74%-982.5pp | 718.30%-723.0pp | 519.81%-524.5pp |
| Employer contribution / active EE | $194 | $3,068-93.7% | $2,800-93.1% | $4,779-95.9% |
| Participant deferral / active EE | $493 | $4,050-87.8% | $3,704-86.7% | $5,609-91.2% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |