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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 | $21,922 | $75,832-71.1% | $147,617-85.1% | $59,633-63.2% |
| Participation rate | 30.0% | 71.6%-41.6pp | 84.6%-54.6pp | 68.7%-38.7pp |
| Annual return | -2.31% | 0.37%-2.7pp | 61.98%-64.3pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $742 | $3,131-76.3% | $4,895-84.8% | $3,192-76.7% |
| Admin fee / account holder | $284 | $5,986-95.2% | $11,612-97.6% | $4,297-93.4% |