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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 | $46,235 | $57,119-19.1% | $85,187-45.7% | $80,935-42.9% |
| Participation rate | 2.1% | 56.4%-54.3pp | 67.5%-65.4pp | 67.7%-65.5pp |
| Annual return | 15.58% | 21.70%-6.1pp | 66.67%-51.1pp | 35.66%-20.1pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $266 | $3,115-91.5% | $4,525-94.1% | $4,299-93.8% |
| Admin fee / account holder | $86 | $4,990-98.3% | $6,162-98.6% | $6,924-98.8% |