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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 | $21,600 | $57,350-62.3% | $83,850-74.2% | $64,181-66.3% |
| Participation rate | 10.8% | 68.6%-57.8pp | 76.1%-65.4pp | 69.6%-58.8pp |
| Annual return | -8.23% | 11.38%-19.6pp | 850.92%-859.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $292 | $2,993-90.2% | $4,082-92.8% | $3,470-91.6% |
| Admin fee / account holder | $170 | $4,046-95.8% | $5,478-96.9% | $4,887-96.5% |