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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 | $64,269 | $45,566+41.0% | $64,105+0.3% | $59,633+7.8% |
| Participation rate | 28.9% | 60.2%-31.3pp | 68.2%-39.3pp | 68.7%-39.8pp |
| Annual return | -0.19% | 4.95%-5.1pp | 791.24%-791.4pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $486 | $934-47.9% | $1,820-73.3% | $2,203-77.9% |
| Participant deferral / active EE | $880 | $2,057-57.2% | $2,822-68.8% | $3,192-72.4% |
| Admin fee / account holder | $34 | $3,268-99.0% | $4,499-99.2% | $4,297-99.2% |