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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 | $11,802 | $25,014-52.8% | $69,632-83.1% | $80,959-85.4% |
| Participation rate | 4.0% | 64.2%-60.2pp | 66.4%-62.4pp | 67.7%-63.7pp |
| Annual return | 12.88% | 19.08%-6.2pp | 101.32%-88.4pp | 35.67%-22.8pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,708-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $121 | $1,840-93.4% | $2,889-95.8% | $4,300-97.2% |
| Admin fee / account holder | $45 | $2,491-98.2% | $4,695-99.0% | $6,925-99.3% |