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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 | $35,392 | $56,287-37.1% | $80,977-56.3% | $62,881-43.7% |
| Participation rate | 20.0% | 68.9%-48.9pp | 75.8%-55.8pp | 69.3%-49.3pp |
| Annual return | 0.00% | 22.13%-22.1pp | 17.11%-17.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $370 | $1,943-81.0% | $3,715-90.1% | $2,281-83.8% |
| Participant deferral / active EE | $887 | $4,196-78.8% | $5,696-84.4% | $3,203-72.3% |
| Admin fee / account holder | $0 | $3,742-100.0% | $5,517-100.0% | $4,296-100.0% |