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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 | $13,708 | $64,311-78.7% | $57,356-76.1% | $125,389-89.1% |
| Participation rate | 14.3% | 78.6%-64.3pp | 75.1%-60.8pp | 83.2%-68.9pp |
| Annual return | -2.24% | 25.14%-27.4pp | 24.41%-26.6pp | 282.24%-284.5pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $640 | $3,846-83.4% | $3,162-79.7% | $5,352-88.0% |
| Admin fee / account holder | $196 | $5,243-96.3% | $3,357-94.2% | $9,541-97.9% |