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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 | $13,193 | $65,434-79.8% | $98,483-86.6% | $85,847-84.6% |
| Participation rate | 15.0% | 65.0%-50.0pp | 73.3%-58.3pp | 69.3%-54.3pp |
| Annual return | 17.59% | 21.75%-4.2pp | 1494.38%-1476.8pp | 318.61%-301.0pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $34 | $3,168-98.9% | $4,276-99.2% | $3,952-99.1% |
| Admin fee / account holder | $22 | $4,595-99.5% | $5,953-99.6% | $6,261-99.6% |