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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 | $32,367 | $69,977-53.7% | $108,582-70.2% | $62,881-48.5% |
| Participation rate | 44.4% | 72.9%-28.5pp | 79.6%-35.1pp | 69.3%-24.9pp |
| Annual return | 8.06% | 10.73%-2.7pp | -51.70%+59.8pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,359 | $3,165-57.1% | $4,311-68.5% | $3,203-57.6% |
| Admin fee / account holder | $198 | $5,076-96.1% | $7,645-97.4% | $4,296-95.4% |