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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 | $17,232 | $43,730-60.6% | $121,220-85.8% | $64,173-73.1% |
| Participation rate | 37.0% | 58.3%-21.4pp | 71.8%-34.8pp | 69.6%-32.6pp |
| Annual return | -4.16% | 68.94%-73.1pp | 16.94%-21.1pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $821 | $2,281-64.0% | $3,345-75.5% | $3,470-76.3% |
| Admin fee / account holder | $48 | $3,502-98.6% | $5,021-99.1% | $4,887-99.0% |