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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 | $32,462 | $59,813-45.7% | $79,580-59.2% | $68,486-52.6% |
| Participation rate | 16.2% | 61.1%-44.9pp | 69.5%-53.3pp | 67.9%-51.7pp |
| Annual return | -18.39% | -12.30%-6.1pp | 0.15%-18.5pp | -7.85%-10.5pp |
| Employer contribution / active EE | $506 | $1,505-66.4% | $2,413-79.0% | $2,597-80.5% |
| Participant deferral / active EE | $852 | $3,024-71.8% | $3,985-78.6% | $4,028-78.9% |
| Admin fee / account holder | $115 | $4,835-97.6% | $6,835-98.3% | $5,404-97.9% |