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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 | $36,082 | $65,034-44.5% | $90,970-60.3% | $79,856-54.8% |
| Participation rate | 27.4% | 61.6%-34.2pp | 69.0%-41.6pp | 69.6%-42.2pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $242 | $2,512-90.4% | $3,373-92.8% | $3,741-93.5% |
| Admin fee / account holder | $17 | $4,536-99.6% | $5,961-99.7% | $5,306-99.7% |