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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 | $43,420 | $82,674-47.5% | $125,381-65.4% | $68,486-36.6% |
| Participation rate | 28.0% | 75.1%-47.1pp | 82.4%-54.4pp | 67.9%-39.9pp |
| Annual return | -16.31% | -5.97%-10.3pp | 572.31%-588.6pp | -7.85%-8.5pp |
| Employer contribution / active EE | $969 | $3,382-71.3% | $4,815-79.9% | $2,597-62.7% |
| Participant deferral / active EE | $2,008 | $6,111-67.1% | $7,448-73.0% | $4,028-50.1% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |