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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 | $25,866 | $32,117-19.5% | $71,086-63.6% | $64,173-59.7% |
| Participation rate | 10.9% | 42.7%-31.8pp | 54.7%-43.7pp | 69.6%-58.7pp |
| Annual return | -6.44% | -5.57%-0.9pp | 650.59%-657.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $122 | $1,263-90.3% | $1,874-93.5% | $3,470-96.5% |
| Admin fee / account holder | $294 | $2,759-89.3% | $3,082-90.5% | $4,887-94.0% |