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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 | $16,773 | $36,948-54.6% | $73,658-77.2% | $87,485-80.8% |
| Participation rate | 9.3% | 46.8%-37.5pp | 57.0%-47.7pp | 68.9%-59.6pp |
| Annual return | 23.28% | 28.64%-5.4pp | 29.72%-6.4pp | 26.06%-2.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $234 | $1,379-83.0% | $2,062-88.6% | $4,274-94.5% |
| Admin fee / account holder | $64 | $2,531-97.5% | $3,357-98.1% | $7,775-99.2% |