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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 | $5,514 | $28,624-80.7% | $53,647-89.7% | $82,637-93.3% |
| Participation rate | 4.4% | 47.3%-42.8pp | 56.3%-51.8pp | 68.1%-63.6pp |
| Annual return | 22.20% | 664.98%-642.8pp | 358.33%-336.1pp | 53.51%-31.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $108 | $1,196-91.0% | $1,813-94.0% | $4,126-97.4% |
| Admin fee / account holder | $177 | $2,022-91.2% | $2,460-92.8% | $7,339-97.6% |