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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 | $13,027 | $60,442-78.4% | $96,754-86.5% | $87,485-85.1% |
| Participation rate | 15.1% | 58.7%-43.6pp | 70.3%-55.2pp | 68.9%-53.9pp |
| Annual return | 21.30% | 21.97%-0.7pp | 82.04%-60.7pp | 26.06%-4.8pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $472 | $3,280-85.6% | $4,758-90.1% | $4,274-89.0% |
| Admin fee / account holder | $67 | $5,069-98.7% | $8,905-99.2% | $7,775-99.1% |