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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 | $43,935 | $73,848-40.5% | $143,799-69.4% | $68,486-35.8% |
| Participation rate | 20.4% | 66.7%-46.3pp | 80.3%-59.9pp | 67.9%-47.5pp |
| Annual return | -16.53% | 0.91%-17.4pp | -0.04%-16.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $362 | $3,385-89.3% | $5,638-93.6% | $4,028-91.0% |
| Admin fee / account holder | $79 | $5,755-98.6% | $14,677-99.5% | $5,404-98.5% |