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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 | $11,743 | $58,627-80.0% | $76,735-84.7% | $82,448-85.8% |
| Participation rate | 6.5% | 63.2%-56.8pp | 69.5%-63.0pp | 68.1%-61.6pp |
| Annual return | 19.06% | 39.10%-20.0pp | 29.77%-10.7pp | 41.64%-22.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $215 | $3,134-93.1% | $4,088-94.7% | $4,139-94.8% |
| Admin fee / account holder | $46 | $5,323-99.1% | $7,189-99.4% | $7,234-99.4% |