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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 | $32,948 | $57,352-42.6% | $83,830-60.7% | $64,173-48.7% |
| Participation rate | 50.0% | 68.6%-18.6pp | 76.1%-26.1pp | 69.6%-19.6pp |
| Annual return | -6.72% | 11.38%-18.1pp | 850.97%-857.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $714 | $2,546-72.0% | $3,631-80.3% | $2,381-70.0% |
| Participant deferral / active EE | $930 | $2,993-68.9% | $4,082-77.2% | $3,470-73.2% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |