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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 | $29,787 | $82,674-64.0% | $125,363-76.2% | $68,495-56.5% |
| Participation rate | 40.7% | 75.0%-34.4pp | 82.4%-41.7pp | 67.9%-27.2pp |
| Annual return | -14.17% | -5.97%-8.2pp | 572.15%-586.3pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,087 | $3,382-67.9% | $4,815-77.4% | $2,596-58.1% |
| Participant deferral / active EE | $2,442 | $6,111-60.0% | $7,447-67.2% | $4,028-39.4% |
| Admin fee / account holder | $228 | $6,276-96.4% | $10,005-97.7% | $5,403-95.8% |