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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 | $69,708-33.1% | $67,560-31.0% | $74,478-37.4% |
| Participation rate | 6.9% | 71.4%-64.5pp | 72.9%-66.0pp | 67.2%-60.3pp |
| Annual return | 16.96% | -40.67%+57.6pp | 3533.50%-3516.5pp | 1370.56%-1353.6pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $2,737-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $559 | $3,637-84.6% | $4,004-86.0% | $4,350-87.1% |
| Admin fee / account holder | $120 | $887-86.5% | $3,994-97.0% | $1,946-93.8% |