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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 | $4,639 | $27,924-83.4% | $58,544-92.1% | $75,181-93.8% |
| Participation rate | 3.5% | 38.8%-35.3pp | 50.9%-47.3pp | 67.2%-63.7pp |
| Annual return | 513.03% | 44.20%+468.8pp | 4249.56%-3736.5pp | 160.69%+352.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $80 | $1,202-93.3% | $1,923-95.8% | $4,126-98.1% |
| Admin fee / account holder | $10 | $1,726-99.4% | $2,520-99.6% | $5,650-99.8% |