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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 | $43,456 | $131,835-67.0% | $108,582-60.0% | $273,972-84.1% |
| Participation rate | 55.6% | 83.5%-27.9pp | 79.6%-24.0pp | 83.0%-27.5pp |
| Annual return | 4.30% | -91.57%+95.9pp | -51.70%+56.0pp | 41.46%-37.2pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $670 | $5,127-86.9% | $4,311-84.5% | $5,287-87.3% |
| Admin fee / account holder | $182 | $10,253-98.2% | $7,645-97.6% | $10,133-98.2% |