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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 | $22,547 | $42,910-47.5% | $60,919-63.0% | $68,490-67.1% |
| Participation rate | 31.1% | 66.8%-35.6pp | 73.1%-42.0pp | 67.9%-36.7pp |
| Annual return | -14.91% | -13.99%-0.9pp | 16.96%-31.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $646 | $1,978-67.3% | $2,704-76.1% | $2,597-75.1% |
| Participant deferral / active EE | $646 | $2,866-77.5% | $3,814-83.1% | $4,028-84.0% |
| Admin fee / account holder | $33 | $3,104-98.9% | $3,228-99.0% | $5,403-99.4% |