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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 | $15,244 | $92,743-83.6% | $82,744-81.6% | $134,532-88.7% |
| Participation rate | 26.1% | 75.2%-49.1pp | 72.6%-46.5pp | 81.2%-55.1pp |
| Annual return | -17.78% | 946.63%-964.4pp | 702.22%-720.0pp | 418.27%-436.0pp |
| Employer contribution / active EE | $328 | $3,273-90.0% | $3,008-89.1% | $4,741-93.1% |
| Participant deferral / active EE | $656 | $4,802-86.3% | $4,395-85.1% | $6,401-89.7% |
| Admin fee / account holder | $54 | $5,977-99.1% | $5,325-99.0% | $11,429-99.5% |