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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 | $30,601 | $56,110-45.5% | $94,993-67.8% | $70,126-56.4% |
| Participation rate | 56.1% | 65.0%-8.9pp | 73.9%-17.8pp | 69.5%-13.4pp |
| Annual return | 14.19% | 51.02%-36.8pp | 27.14%-13.0pp | 73.15%-59.0pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $393 | $2,391-83.6% | $3,317-88.2% | $3,332-88.2% |
| Admin fee / account holder | $262 | $3,456-92.4% | $4,960-94.7% | $4,645-94.4% |