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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 | $27,494 | $93,617-70.6% | $135,982-79.8% | $75,177-63.4% |
| Participation rate | 25.0% | 75.2%-50.2pp | 81.9%-56.9pp | 67.2%-42.2pp |
| Annual return | 16.47% | 30.89%-14.4pp | 68.32%-51.9pp | 160.75%-144.3pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,474 | $6,406-77.0% | $7,760-81.0% | $4,126-64.3% |
| Admin fee / account holder | $0 | $6,980-100.0% | $10,767-100.0% | $5,651-100.0% |