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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 | $11,150 | $46,534-76.0% | $64,097-82.6% | $75,177-85.2% |
| Participation rate | 16.7% | 65.9%-49.3pp | 72.3%-55.7pp | 67.2%-50.5pp |
| Annual return | 25.47% | 26.07%-0.6pp | 33.75%-8.3pp | 160.75%-135.3pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $366 | $2,835-87.1% | $3,881-90.6% | $4,126-91.1% |
| Admin fee / account holder | $29 | $2,957-99.0% | $3,070-99.0% | $5,651-99.5% |