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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 | $18,899 | $96,524-80.4% | $75,900-75.1% | $152,909-87.6% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.3%-12.1pp | 82.5%-25.3pp |
| Annual return | 24.64% | 33.93%-9.3pp | 30.73%-6.1pp | 345.46%-320.8pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,045 | $4,554-77.1% | $3,604-71.0% | $5,851-82.1% |
| Admin fee / account holder | $220 | $8,082-97.3% | $5,421-96.0% | $11,601-98.1% |