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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 | $14,415 | $45,050-68.0% | $63,018-77.1% | $70,126-79.4% |
| Participation rate | 11.1% | 69.5%-58.4pp | 74.8%-63.7pp | 69.5%-58.4pp |
| Annual return | 16.10% | 18.76%-2.7pp | 87.62%-71.5pp | 73.15%-57.0pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $438 | $2,466-82.2% | $3,330-86.8% | $3,332-86.8% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |