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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 | $11,112 | $55,932-80.1% | $76,735-85.5% | $67,986-83.7% |
| Participation rate | 9.3% | 50.8%-41.5pp | 69.5%-60.2pp | 57.2%-47.9pp |
| Annual return | 23.72% | 23.10%+0.6pp | 29.77%-6.0pp | 31.67%-7.9pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,454-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $347 | $2,558-86.4% | $4,088-91.5% | $3,358-89.7% |
| Admin fee / account holder | $156 | $4,907-96.8% | $7,189-97.8% | $3,203-95.1% |