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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 | $27,945 | $138,075-79.8% | $123,552-77.4% | $135,379-79.4% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -7.39% | 153.70%-161.1pp | 119.20%-126.6pp | 519.79%-527.2pp |
| Employer contribution / active EE | $1,181 | $5,152-77.1% | $4,628-74.5% | $4,779-75.3% |
| Participant deferral / active EE | $1,474 | $6,800-78.3% | $6,426-77.1% | $5,609-73.7% |
| Admin fee / account holder | $123 | $10,917-98.9% | $9,285-98.7% | $10,828-98.9% |