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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 | $19,823 | $100,811-80.3% | $86,698-77.1% | $134,545-85.3% |
| Participation rate | 33.3% | 79.0%-45.6pp | 76.6%-43.3pp | 81.2%-47.9pp |
| Annual return | -19.56% | 29.11%-48.7pp | 35.96%-55.5pp | 418.37%-437.9pp |
| Employer contribution / active EE | $1,000 | $3,490-71.3% | $2,837-64.8% | $4,742-78.9% |
| Participant deferral / active EE | $1,496 | $5,339-72.0% | $4,656-67.9% | $6,401-76.6% |
| Admin fee / account holder | $79 | $10,926-99.3% | $7,492-98.9% | $11,431-99.3% |