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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 | $20,310 | $52,678-61.4% | $75,784-73.2% | $59,633-65.9% |
| Participation rate | 8.7% | 67.2%-58.5pp | 75.8%-67.1pp | 68.7%-60.0pp |
| Annual return | 0.51% | 2.95%-2.4pp | 9.68%-9.2pp | 2041.40%-2040.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $427 | $2,591-83.5% | $3,652-88.3% | $3,192-86.6% |
| Admin fee / account holder | $179 | $3,610-95.0% | $5,300-96.6% | $4,297-95.8% |