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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 | $67,316 | $92,219-27.0% | $76,768-12.3% | $135,379-50.3% |
| Participation rate | 22.7% | 79.8%-57.0pp | 77.0%-54.2pp | 82.6%-59.9pp |
| Annual return | -6.29% | 5.46%-11.7pp | 2.43%-8.7pp | 519.79%-526.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $965 | $4,508-78.6% | $3,852-75.0% | $5,609-82.8% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |