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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 | $13,678 | $73,848-81.5% | $143,799-90.5% | $68,486-80.0% |
| Participation rate | 57.7% | 66.7%-9.0pp | 80.3%-22.6pp | 67.9%-10.2pp |
| Annual return | -16.92% | 0.91%-17.8pp | -0.04%-16.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $948 | $3,184-70.2% | $4,952-80.8% | $2,597-63.5% |
| Participant deferral / active EE | $564 | $3,385-83.3% | $5,638-90.0% | $4,028-86.0% |
| Admin fee / account holder | $9 | $5,755-99.8% | $14,677-99.9% | $5,404-99.8% |