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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 | $43,192 | $45,152-4.3% | $73,835-41.5% | $59,633-27.6% |
| Participation rate | 11.1% | 64.0%-52.9pp | 73.4%-62.3pp | 68.7%-57.6pp |
| Annual return | -2.39% | 27.40%-29.8pp | 2268.13%-2270.5pp | 2041.40%-2043.8pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $558 | $2,573-78.3% | $3,583-84.4% | $3,192-82.5% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,880-100.0% | $4,297-100.0% |