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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 | $24,608 | $65,712-62.6% | $57,196-57.0% | $273,972-91.0% |
| Participation rate | 27.3% | 78.3%-51.1pp | 75.3%-48.1pp | 83.0%-55.7pp |
| Annual return | 7.17% | 22.01%-14.8pp | 14.59%-7.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $417 | $3,782-89.0% | $3,096-86.5% | $5,287-92.1% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |