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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 | $44,927 | $91,525-50.9% | $130,026-65.4% | $75,181-40.2% |
| Participation rate | 59.2% | 71.4%-12.3pp | 78.5%-19.3pp | 67.2%-8.0pp |
| Annual return | 16.50% | -631.40%+647.9pp | -137.26%+153.8pp | 160.69%-144.2pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,823 | $4,342-58.0% | $5,821-68.7% | $4,126-55.8% |
| Admin fee / account holder | $178 | $6,778-97.4% | $10,608-98.3% | $5,650-96.9% |