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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 | $103,140 | $138,075-25.3% | $123,552-16.5% | $135,379-23.8% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -5.35% | 153.70%-159.0pp | 119.20%-124.6pp | 519.79%-525.1pp |
| Employer contribution / active EE | $3,064 | $5,152-40.5% | $4,628-33.8% | $4,779-35.9% |
| Participant deferral / active EE | $2,059 | $6,800-69.7% | $6,426-68.0% | $5,609-63.3% |
| Admin fee / account holder | $14 | $10,917-99.9% | $9,285-99.8% | $10,828-99.9% |