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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 | $39,119 | $91,536-57.3% | $130,062-69.9% | $75,177-48.0% |
| Participation rate | 30.3% | 71.5%-41.2pp | 78.5%-48.2pp | 67.2%-36.9pp |
| Annual return | 32.33% | -631.62%+664.0pp | -137.37%+169.7pp | 160.75%-128.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,740 | $4,343-59.9% | $5,821-70.1% | $4,126-57.8% |
| Admin fee / account holder | $130 | $6,780-98.1% | $10,601-98.8% | $5,651-97.7% |