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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 | $22,802 | $93,117-75.5% | $77,096-70.4% | $134,532-83.1% |
| Participation rate | 42.9% | 74.5%-31.6pp | 67.9%-25.1pp | 81.2%-38.4pp |
| Annual return | -7.41% | 62.67%-70.1pp | 42.35%-49.8pp | 418.27%-425.7pp |
| Employer contribution / active EE | $445 | $3,420-87.0% | $2,814-84.2% | $4,741-90.6% |
| Participant deferral / active EE | $445 | $5,241-91.5% | $4,429-89.9% | $6,401-93.0% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |