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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 | $13,903 | $85,790-83.8% | $67,313-79.3% | $135,379-89.7% |
| Participation rate | 17.6% | 76.5%-58.8pp | 69.1%-51.4pp | 82.6%-65.0pp |
| Annual return | -8.72% | -0.54%-8.2pp | -4.08%-4.6pp | 519.79%-528.5pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $505 | $4,651-89.1% | $3,568-85.9% | $5,609-91.0% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |