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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 | $6,621 | $154,754-95.7% | $124,206-94.7% | $138,895-95.2% |
| Participation rate | 11.1% | 75.5%-64.4pp | 69.6%-58.5pp | 79.9%-68.8pp |
| Annual return | 38.43% | 709.28%-670.8pp | 515.27%-476.8pp | 145.39%-107.0pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $385 | $4,621-91.7% | $3,968-90.3% | $6,396-94.0% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |