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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 | $9,444 | $57,119-83.5% | $85,187-88.9% | $80,935-88.3% |
| Participation rate | 7.0% | 56.4%-49.4pp | 67.5%-60.5pp | 67.7%-60.7pp |
| Annual return | 15.40% | 21.70%-6.3pp | 66.67%-51.3pp | 35.66%-20.3pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $277 | $3,115-91.1% | $4,525-93.9% | $4,299-93.6% |
| Admin fee / account holder | $32 | $4,990-99.4% | $6,162-99.5% | $6,924-99.5% |