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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 | $22,234 | $82,674-73.1% | $125,363-82.3% | $68,495-67.5% |
| Participation rate | 4.6% | 75.0%-70.4pp | 82.4%-77.8pp | 67.9%-63.3pp |
| Annual return | -16.60% | -5.97%-10.6pp | 572.15%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $515 | $6,111-91.6% | $7,447-93.1% | $4,028-87.2% |
| Admin fee / account holder | $26 | $6,276-99.6% | $10,005-99.7% | $5,403-99.5% |