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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 | $12,431 | $92,766-86.6% | $82,763-85.0% | $134,545-90.8% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | -0.04% | 946.97%-947.0pp | 702.45%-702.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $606 | $3,273-81.5% | $3,008-79.9% | $4,742-87.2% |
| Participant deferral / active EE | $891 | $4,802-81.4% | $4,395-79.7% | $6,401-86.1% |
| Admin fee / account holder | $36 | $5,978-99.4% | $5,325-99.3% | $11,431-99.7% |