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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 | $53,005 | $48,274+9.8% | $63,244-16.2% | $59,633-11.1% |
| Participation rate | 24.3% | 66.3%-42.0pp | 71.0%-46.7pp | 68.7%-44.3pp |
| Annual return | 121.60% | -240.79%+362.4pp | -70.31%+191.9pp | 2041.45%-1919.8pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $395 | $2,343-83.1% | $2,953-86.6% | $3,192-87.6% |
| Admin fee / account holder | $25 | $3,600-99.3% | $5,893-99.6% | $4,297-99.4% |