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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 | $14,288 | $49,239-71.0% | $70,462-79.7% | $79,858-82.1% |
| Participation rate | 57.9% | 69.2%-11.3pp | 75.1%-17.2pp | 69.6%-11.7pp |
| Annual return | 17.27% | 30.08%-12.8pp | 109.08%-91.8pp | 31.72%-14.4pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $752 | $2,769-72.8% | $3,710-79.7% | $3,740-79.9% |
| Admin fee / account holder | $126 | $2,876-95.6% | $3,845-96.7% | $5,306-97.6% |