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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 | $27,660 | $49,177-43.8% | $79,467-65.2% | $64,173-56.9% |
| Participation rate | 14.8% | 65.0%-50.2pp | 73.3%-58.5pp | 69.6%-54.8pp |
| Annual return | -4.76% | -1.16%-3.6pp | 718.30%-723.1pp | 7.63%-12.4pp |
| Employer contribution / active EE | $408 | $2,076-80.3% | $2,800-85.4% | $2,381-82.9% |
| Participant deferral / active EE | $775 | $2,821-72.5% | $3,704-79.1% | $3,470-77.7% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |