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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 | $32,309 | $84,518-61.8% | $67,704-52.3% | $125,389-74.2% |
| Participation rate | 53.3% | 74.8%-21.5pp | 67.5%-14.2pp | 83.2%-29.9pp |
| Annual return | -1.96% | 2.57%-4.5pp | 25.41%-27.4pp | 282.24%-284.2pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $145 | $4,430-96.7% | $3,585-96.0% | $5,352-97.3% |
| Admin fee / account holder | $104 | $5,340-98.1% | $4,255-97.6% | $9,541-98.9% |