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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 | $26,559 | $56,197-52.7% | $67,652-60.7% | $59,633-55.5% |
| Participation rate | 29.7% | 71.5%-41.7pp | 75.7%-45.9pp | 68.7%-38.9pp |
| Annual return | -1.02% | 18508.10%-18509.1pp | 6625.40%-6626.4pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $623 | $1,615-61.4% | $2,266-72.5% | $2,203-71.7% |
| Participant deferral / active EE | $917 | $2,844-67.8% | $3,560-74.2% | $3,192-71.3% |
| Admin fee / account holder | $18 | $3,958-99.5% | $4,821-99.6% | $4,297-99.6% |