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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 | $37,870 | $131,835-71.3% | $108,582-65.1% | $273,972-86.2% |
| Participation rate | 25.0% | 83.5%-58.5pp | 79.6%-54.6pp | 83.0%-58.0pp |
| Annual return | 10.86% | -91.57%+102.4pp | -51.70%+62.6pp | 41.46%-30.6pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $504 | $5,127-90.2% | $4,311-88.3% | $5,287-90.5% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |