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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 | $29,417 | $81,870-64.1% | $119,622-75.4% | $68,486-57.0% |
| Participation rate | 19.2% | 71.9%-52.7pp | 79.3%-60.0pp | 67.9%-48.7pp |
| Annual return | -12.54% | -23.82%+11.3pp | -14.98%+2.4pp | -7.85%-4.7pp |
| Employer contribution / active EE | $792 | $2,692-70.6% | $4,232-81.3% | $2,597-69.5% |
| Participant deferral / active EE | $1,312 | $4,148-68.4% | $5,601-76.6% | $4,028-67.4% |
| Admin fee / account holder | $129 | $6,583-98.0% | $10,328-98.8% | $5,404-97.6% |