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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 | $22,408 | $58,627-61.8% | $76,735-70.8% | $82,448-72.8% |
| Participation rate | 9.5% | 63.2%-53.7pp | 69.5%-60.0pp | 68.1%-58.5pp |
| Annual return | 23.20% | 39.10%-15.9pp | 29.77%-6.6pp | 41.64%-18.4pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $481 | $3,134-84.6% | $4,088-88.2% | $4,139-88.4% |
| Admin fee / account holder | $83 | $5,323-98.4% | $7,189-98.9% | $7,234-98.9% |