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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 | $17,118 | $95,915-82.2% | $79,580-78.5% | $134,532-87.3% |
| Participation rate | 44.4% | 75.0%-30.6pp | 69.5%-25.0pp | 81.2%-36.8pp |
| Annual return | -17.98% | -2.71%-15.3pp | 0.15%-18.1pp | 418.27%-436.2pp |
| Employer contribution / active EE | $698 | $3,129-77.7% | $2,413-71.1% | $4,741-85.3% |
| Participant deferral / active EE | $698 | $4,693-85.1% | $3,985-82.5% | $6,401-89.1% |
| Admin fee / account holder | $216 | $9,132-97.6% | $6,835-96.8% | $11,429-98.1% |