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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 | $57,073-85.1% | $85,126-90.0% | $80,925-89.5% |
| Participation rate | 3.3% | 56.4%-53.1pp | 67.5%-64.2pp | 67.7%-64.4pp |
| Annual return | 14.68% | 21.69%-7.0pp | 66.63%-52.0pp | 35.65%-21.0pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $114 | $3,113-96.3% | $4,523-97.5% | $4,299-97.3% |
| Admin fee / account holder | $0 | $4,988-100.0% | $6,160-100.0% | $6,940-100.0% |