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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 | $27,923 | $106,247-73.7% | $96,515-71.1% | $139,466-80.0% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 17.41% | 38.47%-21.1pp | 35.73%-18.3pp | 373.66%-356.2pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,040 | $5,456-80.9% | $4,880-78.7% | $6,712-84.5% |
| Admin fee / account holder | $109 | $7,885-98.6% | $6,735-98.4% | $11,409-99.0% |