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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 | $27,711 | $90,448-69.4% | $93,786-70.5% | $134,545-79.4% |
| Participation rate | 42.9% | 82.0%-39.1pp | 81.0%-38.1pp | 81.2%-38.4pp |
| Annual return | -18.56% | -15.71%-2.8pp | -11.32%-7.2pp | 418.37%-436.9pp |
| Employer contribution / active EE | $1,507 | $4,349-65.3% | $4,328-65.2% | $4,742-68.2% |
| Participant deferral / active EE | $2,025 | $5,983-66.2% | $6,100-66.8% | $6,401-68.4% |
| Admin fee / account holder | $104 | $9,232-98.9% | $7,184-98.6% | $11,431-99.1% |