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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 | $38,274 | $71,197-46.2% | $93,669-59.1% | $80,925-52.7% |
| Participation rate | 7.4% | 60.4%-53.0pp | 68.7%-61.3pp | 67.7%-60.3pp |
| Annual return | 15.27% | 11.27%+4.0pp | 133.59%-118.3pp | 35.65%-20.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $934 | $4,036-76.9% | $4,416-78.8% | $4,299-78.3% |
| Admin fee / account holder | $0 | $6,959-100.0% | $8,291-100.0% | $6,940-100.0% |