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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 | $50,365 | $138,076-63.5% | $123,553-59.2% | $135,380-62.8% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | -7.23% | 153.70%-160.9pp | 119.21%-126.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $1,226 | $5,152-76.2% | $4,628-73.5% | $4,779-74.3% |
| Participant deferral / active EE | $2,131 | $6,800-68.7% | $6,426-66.8% | $5,609-62.0% |
| Admin fee / account holder | $33 | $10,917-99.7% | $9,284-99.6% | $10,828-99.7% |