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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 | $65,844 | $44,850+46.8% | $60,547+8.7% | $59,633+10.4% |
| Participation rate | 15.4% | 59.5%-44.1pp | 68.0%-52.6pp | 68.7%-53.3pp |
| Annual return | -1.73% | 1074.14%-1075.9pp | 335.64%-337.4pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $432 | $2,230-80.6% | $3,328-87.0% | $3,192-86.5% |
| Admin fee / account holder | $265 | $3,635-92.7% | $4,536-94.2% | $4,297-93.8% |