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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 | $23,960 | $52,580-54.4% | $71,671-66.6% | $70,126-65.8% |
| Participation rate | 7.0% | 60.9%-53.8pp | 68.7%-61.7pp | 69.5%-62.5pp |
| Annual return | 12.21% | 20.25%-8.0pp | 20.65%-8.4pp | 73.15%-60.9pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $767 | $2,386-67.8% | $3,438-77.7% | $3,332-77.0% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |