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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 | $6,290 | $27,924-77.5% | $58,544-89.3% | $75,181-91.6% |
| Participation rate | 4.5% | 38.8%-34.3pp | 50.9%-46.3pp | 67.2%-62.7pp |
| Annual return | 235.25% | 44.20%+191.0pp | 4249.56%-4014.3pp | 160.69%+74.6pp |
| Employer contribution / active EE | $82 | $669-87.8% | $1,053-92.2% | $2,671-96.9% |
| Participant deferral / active EE | $83 | $1,202-93.1% | $1,923-95.7% | $4,126-98.0% |
| Admin fee / account holder | $125 | $1,726-92.8% | $2,520-95.0% | $5,650-97.8% |