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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 | $10,144 | $96,678-89.5% | $86,640-88.3% | $139,466-92.7% |
| Participation rate | 5.9% | 74.4%-68.5pp | 71.7%-65.8pp | 80.3%-74.4pp |
| Annual return | 340.43% | 106.69%+233.7pp | 592.52%-252.1pp | 373.66%-33.2pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $164 | $4,837-96.6% | $4,438-96.3% | $6,712-97.6% |
| Admin fee / account holder | $25 | $6,410-99.6% | $5,616-99.6% | $11,409-99.8% |