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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 | $66,117 | $138,075-52.1% | $123,552-46.5% | $135,379-51.2% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -3.14% | 153.70%-156.8pp | 119.20%-122.3pp | 519.79%-522.9pp |
| Employer contribution / active EE | $1,770 | $5,152-65.6% | $4,628-61.8% | $4,779-63.0% |
| Participant deferral / active EE | $2,071 | $6,800-69.5% | $6,426-67.8% | $5,609-63.1% |
| Admin fee / account holder | $71 | $10,917-99.3% | $9,285-99.2% | $10,828-99.3% |