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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 | $77,542 | $95,979-19.2% | $74,551+4.0% | $135,380-42.7% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -4.71% | 56.97%-61.7pp | 32.53%-37.2pp | 519.81%-524.5pp |
| Employer contribution / active EE | $637 | $2,716-76.6% | $1,961-67.5% | $4,779-86.7% |
| Participant deferral / active EE | $665 | $3,844-82.7% | $3,108-78.6% | $5,609-88.1% |
| Admin fee / account holder | $214 | $6,522-96.7% | $5,059-95.8% | $10,828-98.0% |