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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 | $51,626 | $63,703-19.0% | $93,063-44.5% | $82,448-37.4% |
| Participation rate | 20.7% | 63.8%-43.1pp | 72.1%-51.4pp | 68.1%-47.4pp |
| Annual return | 306.90% | -775.43%+1082.3pp | 34.15%+272.7pp | 41.64%+265.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $665 | $2,919-77.2% | $3,958-83.2% | $4,139-83.9% |
| Admin fee / account holder | $256 | $5,982-95.7% | $6,033-95.8% | $7,234-96.5% |