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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 | $65,792 | $138,072-52.3% | $123,549-46.7% | $135,382-51.4% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -5.49% | 153.69%-159.2pp | 119.20%-124.7pp | 519.77%-525.3pp |
| Employer contribution / active EE | $2,123 | $5,152-58.8% | $4,628-54.1% | $4,779-55.6% |
| Participant deferral / active EE | $1,697 | $6,799-75.0% | $6,426-73.6% | $5,609-69.7% |
| Admin fee / account holder | $14 | $10,917-99.9% | $9,284-99.8% | $10,829-99.9% |