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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 | $23,989 | $45,152-46.9% | $73,835-67.5% | $59,633-59.8% |
| Participation rate | 21.2% | 64.0%-42.9pp | 73.4%-52.3pp | 68.7%-47.5pp |
| Annual return | -1.24% | 27.40%-28.6pp | 2268.13%-2269.4pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $236 | $1,901-87.6% | $2,788-91.5% | $2,203-89.3% |
| Participant deferral / active EE | $507 | $2,573-80.3% | $3,583-85.9% | $3,192-84.1% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,880-100.0% | $4,297-100.0% |