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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 | $46,601 | $69,774-33.2% | $67,561-31.0% | $74,429-37.4% |
| Participation rate | 6.9% | 71.4%-64.4pp | 72.9%-66.0pp | 67.2%-60.3pp |
| Annual return | 16.96% | -40.53%+57.5pp | 3525.44%-3508.5pp | 1368.38%-1351.4pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,735-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $559 | $3,636-84.6% | $4,003-86.0% | $4,348-87.1% |
| Admin fee / account holder | $120 | $890-86.5% | $4,006-97.0% | $1,944-93.8% |