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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 | $71,859 | $82,674-13.1% | $125,381-42.7% | $68,486+4.9% |
| Participation rate | 3.7% | 75.1%-71.3pp | 82.4%-78.7pp | 67.9%-64.2pp |
| Annual return | -16.21% | -5.97%-10.2pp | 572.31%-588.5pp | -7.85%-8.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $87 | $6,111-98.6% | $7,448-98.8% | $4,028-97.8% |
| Admin fee / account holder | $13 | $6,277-99.8% | $10,007-99.9% | $5,404-99.8% |