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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 | $37,244 | $82,674-55.0% | $125,381-70.3% | $68,486-45.6% |
| Participation rate | 16.7% | 75.1%-58.4pp | 82.4%-65.7pp | 67.9%-51.2pp |
| Annual return | -17.96% | -5.97%-12.0pp | 572.31%-590.3pp | -7.85%-10.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $853 | $6,111-86.0% | $7,448-88.6% | $4,028-78.8% |
| Admin fee / account holder | $263 | $6,277-95.8% | $10,007-97.4% | $5,404-95.1% |