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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 | $10,963 | $81,358-86.5% | $155,556-93.0% | $80,959-86.5% |
| Participation rate | 30.8% | 66.3%-35.5pp | 78.2%-47.5pp | 67.7%-36.9pp |
| Annual return | 18.33% | 33.39%-15.1pp | 64.84%-46.5pp | 35.67%-17.3pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $842 | $3,455-75.6% | $5,631-85.1% | $4,300-80.4% |
| Admin fee / account holder | $52 | $7,994-99.3% | $15,885-99.7% | $6,925-99.2% |