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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 | $71,517 | $72,404-1.2% | $110,243-35.1% | $64,173+11.4% |
| Participation rate | 38.5% | 73.3%-34.9pp | 79.8%-41.4pp | 69.6%-31.1pp |
| Annual return | -1.79% | -6.29%+4.5pp | 314.76%-316.5pp | 7.63%-9.4pp |
| Employer contribution / active EE | $1,180 | $2,282-48.3% | $3,827-69.2% | $2,381-50.4% |
| Participant deferral / active EE | $1,343 | $3,469-61.3% | $4,672-71.3% | $3,470-61.3% |
| Admin fee / account holder | $166 | $5,664-97.1% | $8,548-98.1% | $4,887-96.6% |