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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 | $15,047 | $59,440-74.7% | $78,004-80.7% | $82,637-81.8% |
| Participation rate | 10.8% | 62.8%-52.0pp | 69.4%-58.6pp | 68.1%-57.2pp |
| Annual return | 20.95% | 40.24%-19.3pp | 31.07%-10.1pp | 53.51%-32.6pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $290 | $3,138-90.8% | $4,092-92.9% | $4,126-93.0% |
| Admin fee / account holder | $67 | $5,504-98.8% | $7,578-99.1% | $7,339-99.1% |