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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 | $20,404 | $27,639-26.2% | $61,501-66.8% | $68,490-70.2% |
| Participation rate | 4.0% | 39.5%-35.5pp | 52.6%-48.6pp | 67.9%-63.9pp |
| Annual return | -20.39% | -13.19%-7.2pp | 339.04%-359.4pp | -7.85%-12.5pp |
| Employer contribution / active EE | $107 | $696-84.6% | $1,160-90.7% | $2,597-95.9% |
| Participant deferral / active EE | $134 | $1,264-89.4% | $2,125-93.7% | $4,028-96.7% |
| Admin fee / account holder | $83 | $2,012-95.9% | $2,132-96.1% | $5,403-98.5% |