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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 | $11,038 | $38,967-71.7% | $86,233-87.2% | $79,634-86.1% |
| Participation rate | 4.6% | 34.1%-29.4pp | 69.0%-64.4pp | 62.5%-57.9pp |
| Annual return | 15.16% | 49.90%-34.7pp | 61.39%-46.2pp | 36.46%-21.3pp |
| Employer contribution / active EE | $0 | $868-100.0% | $2,504-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $119 | $1,663-92.8% | $4,559-97.4% | $3,835-96.9% |
| Admin fee / account holder | $26 | $2,660-99.0% | $8,342-99.7% | $1,002-97.4% |