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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 | $29,473 | $78,694-62.5% | $67,652-56.4% | $125,393-76.5% |
| Participation rate | 50.0% | 78.8%-28.8pp | 75.7%-25.7pp | 83.2%-33.2pp |
| Annual return | -1.53% | 9.46%-11.0pp | 6625.04%-6626.6pp | 282.23%-283.8pp |
| Employer contribution / active EE | $773 | $3,044-74.6% | $2,266-65.9% | $4,866-84.1% |
| Participant deferral / active EE | $986 | $4,292-77.0% | $3,560-72.3% | $5,351-81.6% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |