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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 | $20,135 | $27,639-27.1% | $61,501-67.3% | $68,490-70.6% |
| Participation rate | 7.4% | 39.5%-32.1pp | 52.6%-45.2pp | 67.9%-60.5pp |
| Annual return | -19.57% | -13.19%-6.4pp | 339.04%-358.6pp | -7.85%-11.7pp |
| Employer contribution / active EE | $221 | $696-68.2% | $1,160-80.9% | $2,597-91.5% |
| Participant deferral / active EE | $259 | $1,264-79.5% | $2,125-87.8% | $4,028-93.6% |
| Admin fee / account holder | $12 | $2,012-99.4% | $2,132-99.4% | $5,403-99.8% |