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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 | $43,071 | $82,678-47.9% | $125,391-65.7% | $68,490-37.1% |
| Participation rate | 31.3% | 75.1%-43.8pp | 82.4%-51.1pp | 67.9%-36.6pp |
| Annual return | -17.03% | -5.97%-11.1pp | 572.41%-589.4pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,135 | $3,382-66.4% | $4,816-76.4% | $2,597-56.3% |
| Participant deferral / active EE | $2,433 | $6,111-60.2% | $7,448-67.3% | $4,028-39.6% |
| Admin fee / account holder | $130 | $6,277-97.9% | $10,009-98.7% | $5,403-97.6% |