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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 | $25,300 | $47,944-47.2% | $67,834-62.7% | $62,881-59.8% |
| Participation rate | 12.5% | 61.1%-48.6pp | 68.8%-56.3pp | 69.3%-56.8pp |
| Annual return | 5.33% | 11.77%-6.4pp | 138.47%-133.1pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $392 | $2,247-82.6% | $3,160-87.6% | $3,203-87.8% |
| Admin fee / account holder | $108 | $3,712-97.1% | $4,622-97.7% | $4,296-97.5% |