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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 | $53,787 | $75,832-29.1% | $147,617-63.6% | $59,633-9.8% |
| Participation rate | 13.2% | 71.6%-58.4pp | 84.6%-71.5pp | 68.7%-55.5pp |
| Annual return | -1.30% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $768 | $3,131-75.5% | $4,895-84.3% | $3,192-76.0% |
| Admin fee / account holder | $97 | $5,986-98.4% | $11,612-99.2% | $4,297-97.7% |