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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 | $36,881 | $91,537-59.7% | $130,045-71.6% | $75,173-50.9% |
| Participation rate | 69.2% | 71.5%-2.2pp | 78.5%-9.3pp | 67.2%+2.0pp |
| Annual return | 18.67% | -631.55%+650.2pp | -137.30%+156.0pp | 160.72%-142.0pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,360 | $4,343-68.7% | $5,820-76.6% | $4,126-67.0% |
| Admin fee / account holder | $242 | $6,780-96.4% | $10,600-97.7% | $5,651-95.7% |