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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 | $20,040 | $142,409-85.9% | $119,634-83.2% | $134,545-85.1% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.3%-22.1pp | 81.2%-24.1pp |
| Annual return | -13.16% | -12.46%-0.7pp | -14.98%+1.8pp | 418.37%-431.5pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,921 | $6,468-70.3% | $5,601-65.7% | $6,401-70.0% |
| Admin fee / account holder | $85 | $13,594-99.4% | $10,329-99.2% | $11,431-99.3% |