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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 | $11,637 | $58,848-80.2% | $88,179-86.8% | $82,637-85.9% |
| Participation rate | 10.7% | 57.9%-47.2pp | 69.1%-58.4pp | 68.1%-57.3pp |
| Annual return | 18.81% | 22.76%-4.0pp | 64.97%-46.2pp | 53.51%-34.7pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $326 | $3,124-89.6% | $4,614-92.9% | $4,126-92.1% |
| Admin fee / account holder | $124 | $4,795-97.4% | $7,673-98.4% | $7,339-98.3% |