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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 | $28,059 | $59,111-52.5% | $86,451-67.5% | $68,490-59.0% |
| Participation rate | 64.0% | 75.2%-11.2pp | 80.3%-16.3pp | 67.9%-3.9pp |
| Annual return | -14.34% | -0.22%-14.1pp | 4398.51%-4412.8pp | -7.85%-6.5pp |
| Employer contribution / active EE | $865 | $2,519-65.7% | $3,770-77.1% | $2,597-66.7% |
| Participant deferral / active EE | $2,418 | $5,900-59.0% | $6,953-65.2% | $4,028-40.0% |
| Admin fee / account holder | $20 | $5,640-99.6% | $6,734-99.7% | $5,403-99.6% |