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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 | $55,443 | $45,566+21.7% | $64,105-13.5% | $59,633-7.0% |
| Participation rate | 34.1% | 60.2%-26.0pp | 68.2%-34.0pp | 68.7%-34.5pp |
| Annual return | -0.94% | 4.95%-5.9pp | 791.24%-792.2pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $238 | $934-74.5% | $1,820-86.9% | $2,203-89.2% |
| Participant deferral / active EE | $426 | $2,057-79.3% | $2,822-84.9% | $3,192-86.7% |
| Admin fee / account holder | $28 | $3,268-99.1% | $4,499-99.4% | $4,297-99.3% |