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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 | $36,505 | $133,998-72.8% | $112,263-67.5% | $134,545-72.9% |
| Participation rate | 4.5% | 78.6%-74.0pp | 75.1%-70.5pp | 81.2%-76.7pp |
| Annual return | -14.73% | 47.17%-61.9pp | 27.49%-42.2pp | 418.37%-433.1pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $355 | $5,292-93.3% | $4,729-92.5% | $6,401-94.5% |
| Admin fee / account holder | $20 | $7,493-99.7% | $6,410-99.7% | $11,431-99.8% |