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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 | $69,441 | $80,992-14.3% | $96,534-28.1% | $75,173-7.6% |
| Participation rate | 13.8% | 71.8%-58.0pp | 76.0%-62.2pp | 67.2%-53.4pp |
| Annual return | 0.00% | 27.05%-27.0pp | 25.88%-25.9pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,253-100.0% | $5,651-100.0% |