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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 | $30,708 | $138,072-77.8% | $123,549-75.1% | $135,382-77.3% |
| Participation rate | 31.6% | 84.7%-53.2pp | 82.3%-50.7pp | 82.6%-51.1pp |
| Annual return | -5.93% | 153.69%-159.6pp | 119.20%-125.1pp | 519.77%-525.7pp |
| Employer contribution / active EE | $2,766 | $5,152-46.3% | $4,628-40.2% | $4,779-42.1% |
| Participant deferral / active EE | $697 | $6,799-89.7% | $6,426-89.1% | $5,609-87.6% |
| Admin fee / account holder | $228 | $10,917-97.9% | $9,284-97.5% | $10,829-97.9% |