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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 | $123,930 | $57,352+116.1% | $83,831+47.8% | $64,173+93.1% |
| Participation rate | 27.5% | 68.6%-41.1pp | 76.1%-48.6pp | 69.6%-42.1pp |
| Annual return | -6.01% | 11.38%-17.4pp | 850.99%-857.0pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $692 | $2,993-76.9% | $4,082-83.0% | $3,470-80.0% |
| Admin fee / account holder | $50 | $4,046-98.8% | $5,479-99.1% | $4,887-99.0% |