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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 | $25,934 | $48,364-46.4% | $71,796-63.9% | $62,881-58.8% |
| Participation rate | 15.5% | 60.6%-45.1pp | 69.1%-53.6pp | 69.3%-53.8pp |
| Annual return | 9.69% | 13.16%-3.5pp | 78.04%-68.3pp | 20.14%-10.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $388 | $2,091-81.5% | $2,794-86.1% | $3,203-87.9% |
| Admin fee / account holder | $109 | $3,771-97.1% | $4,815-97.7% | $4,296-97.5% |