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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 | $22,210 | $82,678-73.1% | $125,391-82.3% | $68,490-67.6% |
| Participation rate | 41.4% | 75.1%-33.7pp | 82.4%-41.0pp | 67.9%-26.5pp |
| Annual return | -18.90% | -5.97%-12.9pp | 572.41%-591.3pp | -7.85%-11.0pp |
| Employer contribution / active EE | $938 | $3,382-72.3% | $4,816-80.5% | $2,597-63.9% |
| Participant deferral / active EE | $2,493 | $6,111-59.2% | $7,448-66.5% | $4,028-38.1% |
| Admin fee / account holder | $1 | $6,277-100.0% | $10,009-100.0% | $5,403-100.0% |