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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 | $22,921 | $52,519-56.4% | $155,789-85.3% | $59,633-61.6% |
| Participation rate | 30.8% | 61.7%-30.9pp | 76.1%-45.3pp | 68.7%-37.9pp |
| Annual return | -2.61% | 53.51%-56.1pp | 71.54%-74.1pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $559 | $1,589-64.8% | $3,839-85.4% | $2,203-74.6% |
| Participant deferral / active EE | $689 | $3,084-77.7% | $4,798-85.6% | $3,192-78.4% |
| Admin fee / account holder | $13 | $3,540-99.6% | $7,477-99.8% | $4,297-99.7% |