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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 | $15,837 | $49,199-67.8% | $121,204-86.9% | $75,173-78.9% |
| Participation rate | 18.3% | 55.4%-37.1pp | 69.5%-51.2pp | 67.2%-48.9pp |
| Annual return | 19.68% | 56.04%-36.4pp | 987.18%-967.5pp | 160.72%-141.0pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $558 | $2,630-78.8% | $4,083-86.3% | $4,126-86.5% |
| Admin fee / account holder | $13 | $3,946-99.7% | $5,651-99.8% | $5,651-99.8% |