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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 | $12,071 | $75,541-84.0% | $152,093-92.1% | $82,637-85.4% |
| Participation rate | 9.3% | 66.5%-57.2pp | 77.8%-68.5pp | 68.1%-58.8pp |
| Annual return | 18.47% | 32.56%-14.1pp | 66.36%-47.9pp | 53.51%-35.0pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $47 | $3,206-98.5% | $5,451-99.1% | $4,126-98.9% |
| Admin fee / account holder | $49 | $6,405-99.2% | $14,497-99.7% | $7,339-99.3% |