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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 | $21,799 | $69,012-68.4% | $160,037-86.4% | $68,490-68.2% |
| Participation rate | 16.1% | 65.4%-49.3pp | 78.0%-61.9pp | 67.9%-51.8pp |
| Annual return | -18.14% | -9.65%-8.5pp | 408.95%-427.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $908 | $4,212-78.4% | $6,184-85.3% | $4,028-77.4% |
| Admin fee / account holder | $92 | $4,798-98.1% | $8,716-99.0% | $5,403-98.3% |