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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 | $80,852 | $72,404+11.7% | $110,243-26.7% | $64,173+26.0% |
| Participation rate | 33.3% | 73.3%-40.0pp | 79.8%-46.5pp | 69.6%-36.2pp |
| Annual return | -5.19% | -6.29%+1.1pp | 314.76%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $584 | $2,282-74.4% | $3,827-84.7% | $2,381-75.5% |
| Participant deferral / active EE | $1,462 | $3,469-57.9% | $4,672-68.7% | $3,470-57.9% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |