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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 | $28,947 | $81,487-64.5% | $102,412-71.7% | $80,935-64.2% |
| Participation rate | 5.4% | 66.8%-61.4pp | 74.5%-69.1pp | 67.7%-62.3pp |
| Annual return | 11.12% | 25.60%-14.5pp | 24.94%-13.8pp | 35.66%-24.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $410 | $3,871-89.4% | $5,060-91.9% | $4,299-90.5% |
| Admin fee / account holder | $117 | $6,717-98.3% | $8,388-98.6% | $6,924-98.3% |