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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 | $86,203 | $168,636-48.9% | $147,618-41.6% | $125,388-31.3% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | -2.74% | 77.65%-80.4pp | 61.98%-64.7pp | 282.24%-285.0pp |
| Employer contribution / active EE | $2,000 | $6,252-68.0% | $5,565-64.1% | $4,866-58.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $194 | $13,580-98.6% | $11,612-98.3% | $9,541-98.0% |