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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 | $34,051 | $162,812-79.1% | $133,971-74.6% | $158,966-78.6% |
| Participation rate | 69.2% | 83.2%-14.0pp | 79.8%-10.6pp | 82.0%-12.7pp |
| Annual return | 17.34% | 41.94%-24.6pp | 45.09%-27.8pp | 302.95%-285.6pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,113 | $5,910-81.2% | $5,047-78.0% | $5,983-81.4% |
| Admin fee / account holder | $31 | $11,741-99.7% | $8,929-99.7% | $11,250-99.7% |