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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 | $18,504 | $92,684-80.0% | $82,706-77.6% | $134,509-86.2% |
| Participation rate | 46.2% | 75.2%-29.0pp | 72.6%-26.4pp | 81.2%-35.1pp |
| Annual return | -16.78% | 945.84%-962.6pp | 701.76%-718.5pp | 418.13%-434.9pp |
| Employer contribution / active EE | $1,713 | $3,272-47.6% | $3,007-43.0% | $4,741-63.9% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $54 | $5,982-99.1% | $5,329-99.0% | $11,427-99.5% |