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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 | $8,254 | $58,627-85.9% | $76,735-89.2% | $82,448-90.0% |
| Participation rate | 20.0% | 63.2%-43.2pp | 69.5%-49.5pp | 68.1%-48.1pp |
| Annual return | 21.54% | 39.10%-17.6pp | 29.77%-8.2pp | 41.64%-20.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $645 | $3,134-79.4% | $4,088-84.2% | $4,139-84.4% |
| Admin fee / account holder | $49 | $5,323-99.1% | $7,189-99.3% | $7,234-99.3% |