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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 | $21,970 | $129,959-83.1% | $104,301-78.9% | $134,532-83.7% |
| Participation rate | 61.1% | 79.5%-18.4pp | 73.3%-12.2pp | 81.2%-20.1pp |
| Annual return | -11.96% | 42.04%-54.0pp | 24.61%-36.6pp | 418.27%-430.2pp |
| Employer contribution / active EE | $1,138 | $4,185-72.8% | $3,373-66.3% | $4,741-76.0% |
| Participant deferral / active EE | $1,317 | $5,589-76.4% | $4,626-71.5% | $6,401-79.4% |
| Admin fee / account holder | $19 | $9,325-99.8% | $7,340-99.7% | $11,429-99.8% |