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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 | $15,025 | $91,179-83.5% | $178,499-91.6% | $79,852-81.2% |
| Participation rate | 29.6% | 69.2%-39.6pp | 81.9%-52.3pp | 69.6%-40.0pp |
| Annual return | 12.44% | 24.19%-11.8pp | 151.10%-138.7pp | 31.72%-19.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $653 | $3,236-79.8% | $5,202-87.4% | $3,740-82.5% |
| Admin fee / account holder | $199 | $6,749-97.0% | $13,986-98.6% | $5,306-96.2% |