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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 | $34,407 | $91,525-62.4% | $130,026-73.5% | $75,181-54.2% |
| Participation rate | 44.0% | 71.4%-27.4pp | 78.5%-34.5pp | 67.2%-23.2pp |
| Annual return | 15.85% | -631.40%+647.2pp | -137.26%+153.1pp | 160.69%-144.8pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $972 | $4,342-77.6% | $5,821-83.3% | $4,126-76.4% |
| Admin fee / account holder | $22 | $6,778-99.7% | $10,608-99.8% | $5,650-99.6% |