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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 | $23,627 | $72,388-67.4% | $111,392-78.8% | $64,173-63.2% |
| Participation rate | 26.7% | 70.5%-43.8pp | 78.9%-52.2pp | 69.6%-42.9pp |
| Annual return | -5.15% | -1.50%-3.7pp | -2.06%-3.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $3,000-100.0% | $4,328-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $723 | $4,241-82.9% | $5,567-87.0% | $3,470-79.2% |
| Admin fee / account holder | $0 | $5,719-100.0% | $12,266-100.0% | $4,887-100.0% |