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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 | $22,448 | $64,359-65.1% | $90,161-75.1% | $70,126-68.0% |
| Participation rate | 55.9% | 70.4%-14.6pp | 76.9%-21.0pp | 69.5%-13.7pp |
| Annual return | 14.96% | 28.13%-13.2pp | 34.89%-19.9pp | 73.15%-58.2pp |
| Employer contribution / active EE | $1,282 | $2,046-37.3% | $3,318-61.4% | $2,343-45.3% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $94 | $3,945-97.6% | $5,943-98.4% | $4,645-98.0% |