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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 | $29,543 | $45,050-34.4% | $63,018-53.1% | $70,126-57.9% |
| Participation rate | 13.2% | 69.5%-56.4pp | 74.8%-61.6pp | 69.5%-56.4pp |
| Annual return | 14.67% | 18.76%-4.1pp | 87.62%-73.0pp | 73.15%-58.5pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $456 | $2,466-81.5% | $3,330-86.3% | $3,332-86.3% |
| Admin fee / account holder | $11 | $2,834-99.6% | $3,601-99.7% | $4,645-99.8% |