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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 | $34,905 | $63,342-44.9% | $92,236-62.2% | $70,131-50.2% |
| Participation rate | 33.3% | 68.7%-35.3pp | 76.5%-43.1pp | 69.5%-36.2pp |
| Annual return | 0.00% | 530.15%-530.2pp | 176.29%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $52 | $2,854-98.2% | $3,897-98.7% | $3,332-98.5% |
| Admin fee / account holder | $28 | $3,840-99.3% | $5,194-99.5% | $4,645-99.4% |