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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 | $35,906 | $77,638-53.8% | $156,551-77.1% | $62,881-42.9% |
| Participation rate | 16.0% | 71.2%-55.2pp | 84.0%-68.0pp | 69.3%-53.3pp |
| Annual return | 8.08% | 50.33%-42.2pp | 32.23%-24.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $487 | $3,046-84.0% | $4,871-90.0% | $3,203-84.8% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |