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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 | $38,223 | $45,082-15.2% | $69,464-45.0% | $72,975-47.6% |
| Participation rate | 10.1% | 68.5%-58.4pp | 74.6%-64.5pp | 69.5%-59.4pp |
| Annual return | 20.93% | 22.66%-1.7pp | 28.98%-8.0pp | 81.01%-60.1pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $287 | $2,604-89.0% | $3,536-91.9% | $3,608-92.0% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,840-100.0% | $5,124-100.0% |