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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 | $42,681 | $106,551-59.9% | $91,225-53.2% | $134,532-68.3% |
| Participation rate | 41.2% | 76.8%-35.6pp | 73.2%-32.0pp | 81.2%-40.1pp |
| Annual return | -16.49% | 160.78%-177.3pp | 114.12%-130.6pp | 418.27%-434.8pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $473 | $4,718-90.0% | $4,233-88.8% | $6,401-92.6% |
| Admin fee / account holder | $224 | $6,234-96.4% | $5,422-95.9% | $11,429-98.0% |