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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 | $81,838 | $92,743-11.8% | $82,744-1.1% | $134,532-39.2% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -19.90% | 946.63%-966.5pp | 702.22%-722.1pp | 418.27%-438.2pp |
| Employer contribution / active EE | $1,339 | $3,273-59.1% | $3,008-55.5% | $4,741-71.7% |
| Participant deferral / active EE | $424 | $4,802-91.2% | $4,395-90.3% | $6,401-93.4% |
| Admin fee / account holder | $254 | $5,977-95.8% | $5,325-95.2% | $11,429-97.8% |