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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 | $28,157 | $52,519-46.4% | $155,789-81.9% | $59,633-52.8% |
| Participation rate | 21.1% | 61.7%-40.7pp | 76.1%-55.0pp | 68.7%-47.6pp |
| Annual return | -1.73% | 53.51%-55.2pp | 71.54%-73.3pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $224 | $1,589-85.9% | $3,839-94.2% | $2,203-89.8% |
| Participant deferral / active EE | $648 | $3,084-79.0% | $4,798-86.5% | $3,192-79.7% |
| Admin fee / account holder | $71 | $3,540-98.0% | $7,477-99.1% | $4,297-98.3% |