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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 | $8,522 | $57,140-85.1% | $85,240-90.0% | $80,959-89.5% |
| Participation rate | 3.3% | 56.4%-53.1pp | 67.5%-64.3pp | 67.7%-64.4pp |
| Annual return | 14.68% | 21.71%-7.0pp | 66.75%-52.1pp | 35.67%-21.0pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $114 | $3,115-96.3% | $4,527-97.5% | $4,300-97.3% |
| Admin fee / account holder | $0 | $4,992-100.0% | $6,165-100.0% | $6,925-100.0% |