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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 | $36,755 | $72,177-49.1% | $115,038-68.1% | $59,633-38.4% |
| Participation rate | 68.4% | 72.6%-4.1pp | 81.4%-12.9pp | 68.7%-0.2pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $697 | $2,841-75.5% | $4,608-84.9% | $2,203-68.4% |
| Participant deferral / active EE | $1,449 | $4,783-69.7% | $6,026-75.9% | $3,192-54.6% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |