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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 | $10,044 | $37,156-73.0% | $83,854-88.0% | $86,983-88.5% |
| Participation rate | 9.8% | 49.1%-39.2pp | 59.1%-49.3pp | 69.5%-59.7pp |
| Annual return | 21.44% | 29.88%-8.4pp | 31.39%-10.0pp | 25.83%-4.4pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $222 | $1,418-84.3% | $2,035-89.1% | $4,194-94.7% |
| Admin fee / account holder | $98 | $2,510-96.1% | $3,197-96.9% | $7,856-98.8% |