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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 | $47,695 | $99,032-51.8% | $80,022-40.4% | $135,380-64.8% |
| Participation rate | 21.4% | 78.4%-56.9pp | 75.8%-54.4pp | 82.6%-61.2pp |
| Annual return | -7.82% | 15.39%-23.2pp | 11.22%-19.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $701 | $3,043-77.0% | $2,468-71.6% | $4,779-85.3% |
| Participant deferral / active EE | $860 | $4,282-79.9% | $3,686-76.7% | $5,609-84.7% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |