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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 | $38,801 | $105,867-63.3% | $90,760-57.2% | $134,532-71.2% |
| Participation rate | 55.6% | 78.3%-22.7pp | 75.7%-20.1pp | 81.2%-25.7pp |
| Annual return | -13.31% | -10.99%-2.3pp | -12.16%-1.1pp | 418.27%-431.6pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $667 | $5,217-87.2% | $4,565-85.4% | $6,401-89.6% |
| Admin fee / account holder | $173 | $13,936-98.8% | $8,444-98.0% | $11,429-98.5% |