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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 | $28,741 | $54,541-47.3% | $78,778-63.5% | $70,126-59.0% |
| Participation rate | 18.9% | 60.8%-41.9pp | 69.2%-50.3pp | 69.5%-50.6pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $206 | $1,089-81.1% | $1,986-89.6% | $2,343-91.2% |
| Participant deferral / active EE | $955 | $2,210-56.8% | $2,958-67.7% | $3,332-71.3% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |