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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 | $22,877 | $54,541-58.1% | $78,778-71.0% | $70,126-67.4% |
| Participation rate | 13.3% | 60.8%-47.5pp | 69.2%-55.9pp | 69.5%-56.2pp |
| Annual return | 22.51% | 21.07%+1.4pp | 35.62%-13.1pp | 73.15%-50.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $499 | $2,210-77.4% | $2,958-83.1% | $3,332-85.0% |
| Admin fee / account holder | $293 | $3,709-92.1% | $5,134-94.3% | $4,645-93.7% |