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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 | $27,826 | $110,410-74.8% | $102,437-72.8% | $145,897-80.9% |
| Participation rate | 18.8% | 77.9%-59.2pp | 74.5%-55.8pp | 80.3%-61.6pp |
| Annual return | 19.37% | 24.85%-5.5pp | 24.95%-5.6pp | 552.29%-532.9pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $163 | $5,622-97.1% | $5,060-96.8% | $6,689-97.6% |
| Admin fee / account holder | $252 | $9,745-97.4% | $8,388-97.0% | $13,390-98.1% |