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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 | $12,264 | $57,061-78.5% | $85,063-85.6% | $80,911-84.8% |
| Participation rate | 14.3% | 56.3%-42.1pp | 67.5%-53.2pp | 67.6%-53.4pp |
| Annual return | 11.84% | 21.66%-9.8pp | 66.54%-54.7pp | 35.63%-23.8pp |
| Employer contribution / active EE | $357 | $1,799-80.2% | $2,727-86.9% | $2,756-87.1% |
| Participant deferral / active EE | $594 | $3,110-80.9% | $4,523-86.9% | $4,297-86.2% |
| Admin fee / account holder | $0 | $4,986-100.0% | $6,155-100.0% | $6,935-100.0% |