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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 | $22,601 | $64,719-65.1% | $112,249-79.9% | $68,486-67.0% |
| Participation rate | 4.0% | 67.2%-63.2pp | 75.1%-71.1pp | 67.9%-63.9pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.48%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $545 | $3,565-84.7% | $4,729-88.5% | $4,028-86.5% |
| Admin fee / account holder | $49 | $5,232-99.1% | $6,412-99.2% | $5,404-99.1% |