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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 | $32,838 | $100,811-67.4% | $86,698-62.1% | $134,545-75.6% |
| Participation rate | 38.9% | 79.0%-40.1pp | 76.6%-37.7pp | 81.2%-42.3pp |
| Annual return | -14.11% | 29.11%-43.2pp | 35.96%-50.1pp | 418.37%-432.5pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $432 | $5,339-91.9% | $4,656-90.7% | $6,401-93.2% |
| Admin fee / account holder | $79 | $10,926-99.3% | $7,492-98.9% | $11,431-99.3% |