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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 | $99,047 | $54,357+82.2% | $82,706+19.8% | $68,495+44.6% |
| Participation rate | 17.4% | 63.9%-46.5pp | 72.6%-55.1pp | 67.9%-50.5pp |
| Annual return | -12.16% | -13.67%+1.5pp | 701.76%-713.9pp | -7.84%-4.3pp |
| Employer contribution / active EE | $847 | $2,218-61.8% | $3,007-71.8% | $2,596-67.4% |
| Participant deferral / active EE | $69 | $3,246-97.9% | $4,394-98.4% | $4,028-98.3% |
| Admin fee / account holder | $12 | $4,396-99.7% | $5,329-99.8% | $5,403-99.8% |