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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 | $28,000 | $60,349-53.6% | $74,184-62.3% | $62,881-55.5% |
| Participation rate | 26.9% | 72.7%-45.8pp | 76.6%-49.7pp | 69.3%-42.4pp |
| Annual return | 6.26% | 21.38%-15.1pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $631 | $2,856-77.9% | $3,550-82.2% | $3,203-80.3% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |