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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 | $47,708 | $78,694-39.4% | $67,653-29.5% | $125,388-62.0% |
| Participation rate | 47.8% | 78.8%-31.0pp | 75.7%-27.8pp | 83.2%-35.4pp |
| Annual return | -0.94% | 9.46%-10.4pp | 6625.22%-6626.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $778 | $3,044-74.4% | $2,266-65.7% | $4,866-84.0% |
| Participant deferral / active EE | $1,123 | $4,292-73.8% | $3,560-68.4% | $5,352-79.0% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |