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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 | $15,161 | $81,358-81.4% | $155,556-90.3% | $80,959-81.3% |
| Participation rate | 5.9% | 66.3%-60.4pp | 78.2%-72.3pp | 67.7%-61.8pp |
| Annual return | 12.25% | 33.39%-21.1pp | 64.84%-52.6pp | 35.67%-23.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $274 | $3,455-92.1% | $5,631-95.1% | $4,300-93.6% |
| Admin fee / account holder | $59 | $7,994-99.3% | $15,885-99.6% | $6,925-99.1% |