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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 | $47,140 | $91,537-48.5% | $130,045-63.8% | $75,173-37.3% |
| Participation rate | 28.0% | 71.5%-43.5pp | 78.5%-50.5pp | 67.2%-39.2pp |
| Annual return | 17.49% | -631.55%+649.0pp | -137.30%+154.8pp | 160.72%-143.2pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,321 | $4,343-69.6% | $5,820-77.3% | $4,126-68.0% |
| Admin fee / account holder | $272 | $6,780-96.0% | $10,600-97.4% | $5,651-95.2% |