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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 | $18,068 | $95,979-81.2% | $74,551-75.8% | $135,380-86.7% |
| Participation rate | 27.3% | 75.7%-48.4pp | 69.1%-41.9pp | 82.6%-55.4pp |
| Annual return | -7.37% | 56.97%-64.3pp | 32.53%-39.9pp | 519.81%-527.2pp |
| Employer contribution / active EE | $650 | $2,716-76.1% | $1,961-66.8% | $4,779-86.4% |
| Participant deferral / active EE | $697 | $3,844-81.9% | $3,108-77.6% | $5,609-87.6% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |