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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 | $35,312 | $77,817-54.6% | $123,553-71.4% | $64,173-45.0% |
| Participation rate | 53.3% | 74.7%-21.4pp | 82.3%-29.0pp | 69.6%-16.2pp |
| Annual return | -3.89% | 12.49%-16.4pp | 119.21%-123.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,139 | $5,240-78.3% | $6,426-82.3% | $3,470-67.2% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |