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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 | $39,123 | $71,215-45.1% | $93,696-58.2% | $80,935-51.7% |
| Participation rate | 8.5% | 60.4%-51.9pp | 68.7%-60.2pp | 67.7%-59.2pp |
| Annual return | 24.86% | 11.27%+13.6pp | 133.74%-108.9pp | 35.66%-10.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $294 | $4,037-92.7% | $4,417-93.3% | $4,299-93.2% |
| Admin fee / account holder | $0 | $6,958-100.0% | $8,287-100.0% | $6,924-100.0% |