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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 | $10,095 | $73,848-86.3% | $143,799-93.0% | $68,486-85.3% |
| Participation rate | 17.6% | 66.7%-49.0pp | 80.3%-62.7pp | 67.9%-50.2pp |
| Annual return | -10.94% | 0.91%-11.9pp | -0.04%-10.9pp | -7.85%-3.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $378 | $3,385-88.8% | $5,638-93.3% | $4,028-90.6% |
| Admin fee / account holder | $1 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |