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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 | $42,768 | $82,678-48.3% | $125,391-65.9% | $68,490-37.6% |
| Participation rate | 57.9% | 75.1%-17.2pp | 82.4%-24.5pp | 67.9%-10.0pp |
| Annual return | -15.97% | -5.97%-10.0pp | 572.41%-588.4pp | -7.85%-8.1pp |
| Employer contribution / active EE | $740 | $3,382-78.1% | $4,816-84.6% | $2,597-71.5% |
| Participant deferral / active EE | $2,376 | $6,111-61.1% | $7,448-68.1% | $4,028-41.0% |
| Admin fee / account holder | $149 | $6,277-97.6% | $10,009-98.5% | $5,403-97.2% |