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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 | $19,379 | $93,064-79.2% | $74,577-74.0% | $273,972-92.9% |
| Participation rate | 13.0% | 74.9%-61.9pp | 68.1%-55.1pp | 83.0%-70.0pp |
| Annual return | 7.60% | 26.18%-18.6pp | 20.47%-12.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $393 | $4,160-90.6% | $3,458-88.6% | $5,287-92.6% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |