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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 | $17,985 | $55,684-67.7% | $75,900-76.3% | $72,976-75.4% |
| Participation rate | 29.9% | 61.1%-31.2pp | 69.3%-39.4pp | 69.5%-39.6pp |
| Annual return | 16.66% | 27.60%-10.9pp | 30.73%-14.1pp | 81.02%-64.4pp |
| Employer contribution / active EE | $368 | $1,687-78.2% | $2,501-85.3% | $2,440-84.9% |
| Participant deferral / active EE | $574 | $2,634-78.2% | $3,604-84.1% | $3,608-84.1% |
| Admin fee / account holder | $0 | $3,981-100.0% | $5,421-100.0% | $5,124-100.0% |