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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 | $35,626 | $56,197-36.6% | $67,652-47.3% | $59,633-40.3% |
| Participation rate | 50.8% | 71.5%-20.6pp | 75.7%-24.8pp | 68.7%-17.8pp |
| Annual return | -1.45% | 18508.10%-18509.6pp | 6625.40%-6626.8pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,194 | $2,844-58.0% | $3,560-66.5% | $3,192-62.6% |
| Admin fee / account holder | $117 | $3,958-97.0% | $4,821-97.6% | $4,297-97.3% |