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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 | $25,681 | $76,407-66.4% | $150,298-82.9% | $82,448-68.9% |
| Participation rate | 9.5% | 66.4%-56.9pp | 77.8%-68.2pp | 68.1%-58.5pp |
| Annual return | 19.43% | 39.99%-20.6pp | 62.79%-43.4pp | 41.64%-22.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $586 | $3,214-81.8% | $5,453-89.3% | $4,139-85.8% |
| Admin fee / account holder | $96 | $6,352-98.5% | $14,116-99.3% | $7,234-98.7% |