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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 | $16,721 | $65,712-74.6% | $57,196-70.8% | $273,972-93.9% |
| Participation rate | 12.5% | 78.3%-65.8pp | 75.3%-62.8pp | 83.0%-70.5pp |
| Annual return | 11.34% | 22.01%-10.7pp | 14.59%-3.3pp | 41.46%-30.1pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $272 | $3,782-92.8% | $3,096-91.2% | $5,287-94.9% |
| Admin fee / account holder | $18 | $4,838-99.6% | $3,141-99.4% | $10,133-99.8% |