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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 | $24,722 | $64,716-61.8% | $112,258-78.0% | $68,495-63.9% |
| Participation rate | 16.0% | 67.2%-51.2pp | 75.1%-59.1pp | 67.9%-51.9pp |
| Annual return | -19.12% | -11.40%-7.7pp | 27.47%-46.6pp | -7.84%-11.3pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $712 | $3,565-80.0% | $4,728-84.9% | $4,028-82.3% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,411-100.0% | $5,403-100.0% |