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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 | $32,396 | $39,132-17.2% | $57,196-43.4% | $62,881-48.5% |
| Participation rate | 17.9% | 70.5%-52.6pp | 75.3%-57.5pp | 69.3%-51.4pp |
| Annual return | 4.91% | 9.24%-4.3pp | 14.59%-9.7pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $724 | $2,374-69.5% | $3,096-76.6% | $3,203-77.4% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |