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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 | $29,786 | $71,197-58.2% | $93,669-68.2% | $80,925-63.2% |
| Participation rate | 6.6% | 60.4%-53.8pp | 68.7%-62.1pp | 67.7%-61.1pp |
| Annual return | 16.28% | 11.27%+5.0pp | 133.59%-117.3pp | 35.65%-19.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $522 | $4,036-87.1% | $4,416-88.2% | $4,299-87.8% |
| Admin fee / account holder | $111 | $6,959-98.4% | $8,291-98.7% | $6,940-98.4% |