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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 | $50,264 | $82,674-39.2% | $125,363-59.9% | $68,495-26.6% |
| Participation rate | 42.3% | 75.0%-32.7pp | 82.4%-40.1pp | 67.9%-25.6pp |
| Annual return | -17.61% | -5.97%-11.6pp | 572.15%-589.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,275 | $3,382-62.3% | $4,815-73.5% | $2,596-50.9% |
| Participant deferral / active EE | $1,936 | $6,111-68.3% | $7,447-74.0% | $4,028-51.9% |
| Admin fee / account holder | $220 | $6,276-96.5% | $10,005-97.8% | $5,403-95.9% |