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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 | $13,195 | $28,624-53.9% | $53,647-75.4% | $82,637-84.0% |
| Participation rate | 1.7% | 47.3%-45.6pp | 56.3%-54.6pp | 68.1%-66.4pp |
| Annual return | 26.72% | 664.98%-638.3pp | 358.33%-331.6pp | 53.51%-26.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $66 | $1,196-94.5% | $1,813-96.4% | $4,126-98.4% |
| Admin fee / account holder | $45 | $2,022-97.8% | $2,460-98.2% | $7,339-99.4% |