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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 | $13,202 | $57,541-77.1% | $95,740-86.2% | $75,173-82.4% |
| Participation rate | 10.9% | 62.5%-51.6pp | 72.3%-61.4pp | 67.2%-56.3pp |
| Annual return | 17.45% | 34.93%-17.5pp | 28.41%-11.0pp | 160.72%-143.3pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $224 | $3,074-92.7% | $4,244-94.7% | $4,126-94.6% |
| Admin fee / account holder | $182 | $4,099-95.6% | $5,676-96.8% | $5,651-96.8% |