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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 | $141,921 | $91,525+55.1% | $130,026+9.1% | $75,181+88.8% |
| Participation rate | 32.4% | 71.4%-39.1pp | 78.5%-46.1pp | 67.2%-34.8pp |
| Annual return | 13.28% | -631.40%+644.7pp | -137.26%+150.5pp | 160.69%-147.4pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $514 | $4,342-88.2% | $5,821-91.2% | $4,126-87.5% |
| Admin fee / account holder | $99 | $6,778-98.5% | $10,608-99.1% | $5,650-98.2% |