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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 | $35,853 | $56,197-36.2% | $67,652-47.0% | $59,633-39.9% |
| Participation rate | 50.0% | 71.5%-21.5pp | 75.7%-25.7pp | 68.7%-18.7pp |
| Annual return | -0.15% | 18508.10%-18508.2pp | 6625.40%-6625.5pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $577 | $1,615-64.3% | $2,266-74.5% | $2,203-73.8% |
| Participant deferral / active EE | $1,159 | $2,844-59.3% | $3,560-67.5% | $3,192-63.7% |
| Admin fee / account holder | $249 | $3,958-93.7% | $4,821-94.8% | $4,297-94.2% |