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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 | $26,319 | $45,566-42.2% | $64,105-58.9% | $59,633-55.9% |
| Participation rate | 47.8% | 60.2%-12.3pp | 68.2%-20.3pp | 68.7%-20.8pp |
| Annual return | -1.99% | 4.95%-6.9pp | 791.24%-793.2pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $302 | $934-67.6% | $1,820-83.4% | $2,203-86.3% |
| Participant deferral / active EE | $710 | $2,057-65.5% | $2,822-74.8% | $3,192-77.8% |
| Admin fee / account holder | $0 | $3,268-100.0% | $4,499-100.0% | $4,297-100.0% |