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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 | $28,387 | $62,586-54.6% | $76,766-63.0% | $64,181-55.8% |
| Participation rate | 34.2% | 72.8%-38.6pp | 77.0%-42.8pp | 69.6%-35.4pp |
| Annual return | -6.17% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,287 | $3,145-59.1% | $3,851-66.6% | $3,470-62.9% |
| Admin fee / account holder | $77 | $4,667-98.4% | $6,675-98.8% | $4,887-98.4% |