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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 | $12,286 | $73,848-83.4% | $143,799-91.5% | $68,486-82.1% |
| Participation rate | 34.5% | 66.7%-32.2pp | 80.3%-45.8pp | 67.9%-33.4pp |
| Annual return | -11.03% | 0.91%-11.9pp | -0.04%-11.0pp | -7.85%-3.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $697 | $3,385-79.4% | $5,638-87.6% | $4,028-82.7% |
| Admin fee / account holder | $174 | $5,755-97.0% | $14,677-98.8% | $5,404-96.8% |