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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 | $40,385 | $92,743-56.5% | $82,744-51.2% | $134,532-70.0% |
| Participation rate | 26.7% | 75.2%-48.5pp | 72.6%-45.9pp | 81.2%-54.6pp |
| Annual return | -19.97% | 946.63%-966.6pp | 702.22%-722.2pp | 418.27%-438.2pp |
| Employer contribution / active EE | $1,109 | $3,273-66.1% | $3,008-63.1% | $4,741-76.6% |
| Participant deferral / active EE | $810 | $4,802-83.1% | $4,395-81.6% | $6,401-87.3% |
| Admin fee / account holder | $186 | $5,977-96.9% | $5,325-96.5% | $11,429-98.4% |