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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 | $27,914 | $98,776-71.7% | $149,745-81.4% | $79,856-65.0% |
| Participation rate | 60.6% | 75.8%-15.2pp | 82.5%-21.9pp | 69.6%-9.0pp |
| Annual return | 16.86% | 27.38%-10.5pp | 276.72%-259.9pp | 31.71%-14.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,326 | $5,681-76.7% | $6,843-80.6% | $3,741-64.6% |
| Admin fee / account holder | $78 | $6,053-98.7% | $9,312-99.2% | $5,306-98.5% |