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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 | $16,078 | $63,773-74.8% | $81,286-80.2% | $80,925-80.1% |
| Participation rate | 1.1% | 63.9%-62.8pp | 69.5%-68.4pp | 67.7%-66.5pp |
| Annual return | 17.90% | 16.37%+1.5pp | 24.80%-6.9pp | 35.65%-17.7pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $141 | $3,093-95.4% | $3,883-96.4% | $4,299-96.7% |
| Admin fee / account holder | $42 | $5,682-99.3% | $5,764-99.3% | $6,940-99.4% |