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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 | $16,726 | $47,848-65.0% | $81,473-79.5% | $70,126-76.1% |
| Participation rate | 6.3% | 58.3%-52.0pp | 68.0%-61.7pp | 69.5%-63.3pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $247 | $2,453-89.9% | $3,537-93.0% | $3,332-92.6% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |