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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 | $57,061-19.0% | $85,063-45.6% | $80,911-42.9% |
| Participation rate | 2.1% | 56.3%-54.2pp | 67.5%-65.4pp | 67.6%-65.5pp |
| Annual return | 15.58% | 21.66%-6.1pp | 66.54%-51.0pp | 35.63%-20.0pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $266 | $3,110-91.4% | $4,523-94.1% | $4,297-93.8% |
| Admin fee / account holder | $86 | $4,986-98.3% | $6,155-98.6% | $6,935-98.8% |