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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $6,329 | $27,924-77.3% | $58,544-89.2% | $75,181-91.6% |
| Participation rate | 3.3% | 38.8%-35.5pp | 50.9%-47.5pp | 67.2%-63.9pp |
| Annual return | 93.57% | 44.20%+49.4pp | 4249.56%-4156.0pp | 160.69%-67.1pp |
| Employer contribution / active EE | $62 | $669-90.7% | $1,053-94.1% | $2,671-97.7% |
| Participant deferral / active EE | $429 | $1,202-64.3% | $1,923-77.7% | $4,126-89.6% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,520-100.0% | $5,650-100.0% |