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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 | $12,024 | $115,225-89.6% | $100,712-88.1% | $138,895-91.3% |
| Participation rate | 33.3% | 74.3%-41.0pp | 69.3%-35.9pp | 79.9%-46.6pp |
| Annual return | 19.00% | 40.35%-21.3pp | 33.27%-14.3pp | 145.39%-126.4pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,012 | $4,699-78.5% | $4,085-75.2% | $6,396-84.2% |
| Admin fee / account holder | $43 | $10,844-99.6% | $9,256-99.5% | $12,562-99.7% |