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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 | $27,920 | $82,674-66.2% | $125,381-77.7% | $68,486-59.2% |
| Participation rate | 42.1% | 75.1%-32.9pp | 82.4%-40.3pp | 67.9%-25.8pp |
| Annual return | -11.56% | -5.97%-5.6pp | 572.31%-583.9pp | -7.85%-3.7pp |
| Employer contribution / active EE | $1,122 | $3,382-66.8% | $4,815-76.7% | $2,597-56.8% |
| Participant deferral / active EE | $2,016 | $6,111-67.0% | $7,448-72.9% | $4,028-49.9% |
| Admin fee / account holder | $48 | $6,277-99.2% | $10,007-99.5% | $5,404-99.1% |