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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 | $35,027 | $56,339-37.8% | $104,299-66.4% | $68,490-48.9% |
| Participation rate | 7.4% | 63.3%-55.9pp | 73.3%-65.9pp | 67.9%-60.5pp |
| Annual return | -10.26% | -9.19%-1.1pp | 24.62%-34.9pp | -7.85%-2.4pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $510 | $3,077-83.4% | $4,626-89.0% | $4,028-87.3% |
| Admin fee / account holder | $56 | $4,902-98.9% | $7,339-99.2% | $5,403-99.0% |