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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 | $14,905 | $59,440-74.9% | $78,004-80.9% | $82,637-82.0% |
| Participation rate | 22.2% | 62.8%-40.6pp | 69.4%-47.2pp | 68.1%-45.8pp |
| Annual return | 22.07% | 40.24%-18.2pp | 31.07%-9.0pp | 53.51%-31.4pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $994 | $3,138-68.3% | $4,092-75.7% | $4,126-75.9% |
| Admin fee / account holder | $27 | $5,504-99.5% | $7,578-99.6% | $7,339-99.6% |