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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 | $9,727 | $41,016-76.3% | $152,093-93.6% | $64,097-84.8% |
| Participation rate | 42.5% | 51.3%-8.9pp | 77.8%-35.3pp | 55.2%-12.7pp |
| Annual return | 14.42% | 39.60%-25.2pp | 66.36%-51.9pp | 34.64%-20.2pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $439 | $1,927-77.2% | $5,451-92.0% | $3,080-85.8% |
| Admin fee / account holder | $98 | $2,305-95.7% | $14,497-99.3% | $3,454-97.2% |