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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 | $22,321 | $64,719-65.5% | $112,249-80.1% | $68,486-67.4% |
| Participation rate | 28.0% | 67.2%-39.2pp | 75.1%-47.1pp | 67.9%-39.9pp |
| Annual return | -16.43% | -11.40%-5.0pp | 27.48%-43.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $774 | $2,747-71.8% | $3,636-78.7% | $2,597-70.2% |
| Participant deferral / active EE | $967 | $3,565-72.9% | $4,729-79.5% | $4,028-76.0% |
| Admin fee / account holder | $21 | $5,232-99.6% | $6,412-99.7% | $5,404-99.6% |