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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 | $26,788 | $40,275-33.5% | $57,356-53.3% | $59,633-55.1% |
| Participation rate | 9.5% | 69.1%-59.6pp | 75.1%-65.6pp | 68.7%-59.1pp |
| Annual return | -1.71% | 27.52%-29.2pp | 24.41%-26.1pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $266 | $2,400-88.9% | $3,162-91.6% | $3,192-91.7% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |