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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 | $45,808 | $42,910+6.8% | $60,919-24.8% | $68,490-33.1% |
| Participation rate | 13.3% | 66.8%-53.5pp | 73.1%-59.8pp | 67.9%-54.6pp |
| Annual return | -3.80% | -13.99%+10.2pp | 16.96%-20.8pp | -7.85%+4.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $141 | $2,866-95.1% | $3,814-96.3% | $4,028-96.5% |
| Admin fee / account holder | $120 | $3,104-96.1% | $3,228-96.3% | $5,403-97.8% |