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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 | $15,113 | $37,440-59.6% | $77,081-80.4% | $66,930-77.4% |
| Participation rate | 2.4% | 52.9%-50.5pp | 67.9%-65.5pp | 69.8%-67.4pp |
| Annual return | -5.96% | -3.26%-2.7pp | 42.33%-48.3pp | 1.57%-7.5pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $2,813-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $274 | $2,620-89.5% | $4,428-93.8% | $4,238-93.5% |
| Admin fee / account holder | $0 | $568-100.0% | $5,427-100.0% | $593-100.0% |