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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 | $8,547 | $76,407-88.8% | $150,298-94.3% | $82,448-89.6% |
| Participation rate | 17.1% | 66.4%-49.3pp | 77.8%-60.6pp | 68.1%-50.9pp |
| Annual return | 18.38% | 39.99%-21.6pp | 62.79%-44.4pp | 41.64%-23.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $486 | $3,214-84.9% | $5,453-91.1% | $4,139-88.2% |
| Admin fee / account holder | $134 | $6,352-97.9% | $14,116-99.1% | $7,234-98.1% |