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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 | $54,698 | $103,008-46.9% | $90,304-39.4% | $152,897-64.2% |
| Participation rate | 16.7% | 75.9%-59.2pp | 73.3%-56.6pp | 82.5%-65.8pp |
| Annual return | 0.00% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $477 | $3,139-84.8% | $2,855-83.3% | $4,764-90.0% |
| Participant deferral / active EE | $581 | $4,281-86.4% | $3,885-85.1% | $5,851-90.1% |
| Admin fee / account holder | $146 | $6,175-97.6% | $5,354-97.3% | $11,599-98.7% |