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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 | $40,687 | $95,895-57.6% | $79,576-48.9% | $134,509-69.8% |
| Participation rate | 38.5% | 75.0%-36.6pp | 69.5%-31.0pp | 81.2%-42.8pp |
| Annual return | 0.00% | -2.72%+2.7pp | 0.15%-0.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,000 | $3,128-68.0% | $2,413-58.6% | $4,741-78.9% |
| Participant deferral / active EE | $1,000 | $4,693-78.7% | $3,985-74.9% | $6,400-84.4% |
| Admin fee / account holder | $89 | $9,129-99.0% | $6,834-98.7% | $11,427-99.2% |