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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 | $13,063 | $112,729-88.4% | $98,716-86.8% | $137,256-90.5% |
| Participation rate | 36.4% | 74.2%-37.9pp | 69.3%-32.9pp | 80.0%-43.6pp |
| Annual return | 15.30% | 38.48%-23.2pp | 31.81%-16.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $625 | $4,640-86.5% | $4,048-84.6% | $6,407-90.2% |
| Admin fee / account holder | $256 | $10,129-97.5% | $8,703-97.1% | $12,270-97.9% |