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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 | $18,241 | $73,863-75.3% | $143,797-87.3% | $68,490-73.4% |
| Participation rate | 45.2% | 66.7%-21.5pp | 80.3%-35.2pp | 67.9%-22.7pp |
| Annual return | -15.63% | 0.91%-16.5pp | -0.04%-15.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $460 | $3,185-85.5% | $4,952-90.7% | $2,597-82.3% |
| Participant deferral / active EE | $604 | $3,385-82.2% | $5,638-89.3% | $4,028-85.0% |
| Admin fee / account holder | $40 | $5,756-99.3% | $14,679-99.7% | $5,403-99.3% |