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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 | $14,056 | $57,119-75.4% | $85,187-83.5% | $80,935-82.6% |
| Participation rate | 3.9% | 56.4%-52.5pp | 67.5%-63.6pp | 67.7%-63.7pp |
| Annual return | 10.56% | 21.70%-11.1pp | 66.67%-56.1pp | 35.66%-25.1pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $119 | $3,115-96.2% | $4,525-97.4% | $4,299-97.2% |
| Admin fee / account holder | $0 | $4,990-100.0% | $6,162-100.0% | $6,924-100.0% |