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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 | $105,116 | $133,998-21.6% | $112,263-6.4% | $134,545-21.9% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.1%-5.8pp | 81.2%-12.0pp |
| Annual return | -14.04% | 47.17%-61.2pp | 27.49%-41.5pp | 418.37%-432.4pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,119 | $5,292-78.9% | $4,729-76.3% | $6,401-82.5% |
| Admin fee / account holder | $4 | $7,493-99.9% | $6,410-99.9% | $11,431-100.0% |