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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 | $45,774 | $72,404-36.8% | $110,243-58.5% | $64,173-28.7% |
| Participation rate | 32.4% | 73.3%-41.0pp | 79.8%-47.5pp | 69.6%-37.2pp |
| Annual return | -5.38% | -6.29%+0.9pp | 314.76%-320.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $689 | $3,469-80.1% | $4,672-85.3% | $3,470-80.1% |
| Admin fee / account holder | $169 | $5,664-97.0% | $8,548-98.0% | $4,887-96.5% |