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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 | $27,730 | $95,915-71.1% | $79,580-65.2% | $134,532-79.4% |
| Participation rate | 14.3% | 75.0%-60.8pp | 69.5%-55.2pp | 81.2%-66.9pp |
| Annual return | -13.06% | -2.71%-10.4pp | 0.15%-13.2pp | 418.27%-431.3pp |
| Employer contribution / active EE | $669 | $3,129-78.6% | $2,413-72.3% | $4,741-85.9% |
| Participant deferral / active EE | $1,020 | $4,693-78.3% | $3,985-74.4% | $6,401-84.1% |
| Admin fee / account holder | $203 | $9,132-97.8% | $6,835-97.0% | $11,429-98.2% |