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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 | $23,054 | $59,839-61.5% | $81,991-71.9% | $79,852-71.1% |
| Participation rate | 18.2% | 61.6%-43.4pp | 69.3%-51.1pp | 69.6%-51.5pp |
| Annual return | 22.11% | 17.56%+4.6pp | 41.31%-19.2pp | 31.72%-9.6pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $417 | $2,695-84.5% | $3,722-88.8% | $3,740-88.8% |
| Admin fee / account holder | $87 | $4,287-98.0% | $5,665-98.5% | $5,306-98.4% |