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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 | $37,772 | $138,075-72.6% | $123,552-69.4% | $135,379-72.1% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -6.35% | 153.70%-160.1pp | 119.20%-125.6pp | 519.79%-526.1pp |
| Employer contribution / active EE | $1,020 | $5,152-80.2% | $4,628-78.0% | $4,779-78.7% |
| Participant deferral / active EE | $1,334 | $6,800-80.4% | $6,426-79.2% | $5,609-76.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |