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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 | $29,908 | $75,962-60.6% | $154,111-80.6% | $64,173-53.4% |
| Participation rate | 22.2% | 70.4%-48.2pp | 83.0%-60.8pp | 69.6%-47.3pp |
| Annual return | -6.84% | 30.32%-37.2pp | 735.18%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $739 | $3,175-76.7% | $5,081-85.5% | $3,470-78.7% |
| Admin fee / account holder | $37 | $5,589-99.3% | $13,411-99.7% | $4,887-99.3% |