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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 | $44,924 | $96,558-53.5% | $80,977-44.5% | $273,972-83.6% |
| Participation rate | 20.0% | 79.1%-59.1pp | 75.8%-55.8pp | 83.0%-63.0pp |
| Annual return | 4.17% | 15.14%-11.0pp | 17.11%-12.9pp | 41.46%-37.3pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,141 | $6,598-82.7% | $5,696-80.0% | $5,287-78.4% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |