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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 | $36,522 | $56,200-35.0% | $67,653-46.0% | $59,633-38.8% |
| Participation rate | 31.3% | 71.5%-40.2pp | 75.7%-44.4pp | 68.7%-37.4pp |
| Annual return | -2.27% | 18506.71%-18509.0pp | 6625.22%-6627.5pp | 2041.40%-2043.7pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $581 | $2,843-79.6% | $3,560-83.7% | $3,192-81.8% |
| Admin fee / account holder | $175 | $3,959-95.6% | $4,821-96.4% | $4,297-95.9% |