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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 | $30,463 | $42,909-29.0% | $60,906-50.0% | $68,486-55.5% |
| Participation rate | 11.7% | 66.8%-55.1pp | 73.1%-61.4pp | 67.9%-56.2pp |
| Annual return | -14.23% | -13.99%-0.2pp | 16.94%-31.2pp | -7.85%-6.4pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $551 | $2,866-80.8% | $3,814-85.6% | $4,028-86.3% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,227-100.0% | $5,404-100.0% |