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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 | $20,279 | $96,956-79.1% | $69,779-70.9% | $273,972-92.6% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.8%-21.8pp | 83.0%-33.0pp |
| Annual return | 5.46% | 12.93%-7.5pp | 12.99%-7.5pp | 41.46%-36.0pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $535 | $3,744-85.7% | $2,931-81.7% | $5,287-89.9% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |