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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 | $22,842 | $63,845-64.2% | $81,370-71.9% | $80,959-71.8% |
| Participation rate | 28.6% | 63.9%-35.3pp | 69.5%-41.0pp | 67.7%-39.1pp |
| Annual return | 0.00% | 16.37%-16.4pp | 24.85%-24.8pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $315 | $3,093-89.8% | $3,885-91.9% | $4,300-92.7% |
| Admin fee / account holder | $10 | $5,688-99.8% | $5,749-99.8% | $6,925-99.8% |