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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 | $12,364 | $100,970-87.8% | $96,576-87.2% | $137,256-91.0% |
| Participation rate | 27.3% | 82.6%-55.3pp | 81.4%-54.2pp | 80.0%-52.7pp |
| Annual return | 31.05% | 38.16%-7.1pp | 38.47%-7.4pp | 220.34%-189.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,476 | $8,286-82.2% | $7,956-81.4% | $6,407-77.0% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |