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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 | $15,934 | $95,895-83.4% | $79,576-80.0% | $134,509-88.2% |
| Participation rate | 16.7% | 75.0%-58.4pp | 69.5%-52.8pp | 81.2%-64.6pp |
| Annual return | -20.20% | -2.72%-17.5pp | 0.15%-20.3pp | 418.13%-438.3pp |
| Employer contribution / active EE | $687 | $3,128-78.0% | $2,413-71.5% | $4,741-85.5% |
| Participant deferral / active EE | $800 | $4,693-83.0% | $3,985-79.9% | $6,400-87.5% |
| Admin fee / account holder | $59 | $9,129-99.4% | $6,834-99.1% | $11,427-99.5% |