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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 | $32,651 | $65,361-50.0% | $92,903-64.9% | $72,983-55.3% |
| Participation rate | 20.6% | 68.3%-47.7pp | 76.0%-55.4pp | 69.5%-48.9pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.43%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,155 | $3,128-63.1% | $4,238-72.8% | $3,608-68.0% |
| Admin fee / account holder | $115 | $4,251-97.3% | $5,795-98.0% | $5,124-97.8% |