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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 | $24,278 | $138,076-82.4% | $123,553-80.3% | $135,380-82.1% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -5.02% | 153.70%-158.7pp | 119.21%-124.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $1,374 | $5,152-73.3% | $4,628-70.3% | $4,779-71.2% |
| Participant deferral / active EE | $1,264 | $6,800-81.4% | $6,426-80.3% | $5,609-77.5% |
| Admin fee / account holder | $241 | $10,917-97.8% | $9,284-97.4% | $10,828-97.8% |