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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 | $14,152 | $45,082-68.6% | $69,464-79.6% | $72,975-80.6% |
| Participation rate | 28.0% | 68.5%-40.5pp | 74.6%-46.6pp | 69.5%-41.5pp |
| Annual return | 16.91% | 22.66%-5.8pp | 28.98%-12.1pp | 81.01%-64.1pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $682 | $2,604-73.8% | $3,536-80.7% | $3,608-81.1% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,840-100.0% | $5,124-100.0% |