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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 | $25,911 | $82,678-68.7% | $125,391-79.3% | $68,490-62.2% |
| Participation rate | 60.3% | 75.1%-14.7pp | 82.4%-22.0pp | 67.9%-7.6pp |
| Annual return | -17.39% | -5.97%-11.4pp | 572.41%-589.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,087 | $3,382-67.9% | $4,816-77.4% | $2,597-58.1% |
| Participant deferral / active EE | $2,518 | $6,111-58.8% | $7,448-66.2% | $4,028-37.5% |
| Admin fee / account holder | $12 | $6,277-99.8% | $10,009-99.9% | $5,403-99.8% |