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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 | $80,979 | $82,674-2.1% | $125,363-35.4% | $68,495+18.2% |
| Participation rate | 16.7% | 75.0%-58.4pp | 82.4%-65.7pp | 67.9%-51.2pp |
| Annual return | 6.84% | -5.97%+12.8pp | 572.15%-565.3pp | -7.84%+14.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,282 | $6,111-62.7% | $7,447-69.4% | $4,028-43.3% |
| Admin fee / account holder | -$3,252 | $6,276-151.8% | $10,005-132.5% | $5,403-160.2% |