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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 | $9,449 | $29,319-67.8% | $52,425-82.0% | $82,448-88.5% |
| Participation rate | 3.8% | 46.9%-43.0pp | 55.6%-51.8pp | 68.1%-64.2pp |
| Annual return | 61.92% | 535.20%-473.3pp | 302.12%-240.2pp | 41.64%+20.3pp |
| Employer contribution / active EE | $96 | $586-83.6% | $914-89.5% | $2,551-96.2% |
| Participant deferral / active EE | $201 | $1,171-82.9% | $1,790-88.8% | $4,139-95.2% |
| Admin fee / account holder | $97 | $1,962-95.1% | $2,495-96.1% | $7,234-98.7% |