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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 | $34,841 | $110,337-68.4% | $102,383-66.0% | $145,877-76.1% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 11.02% | 24.83%-13.8pp | 24.94%-13.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,441 | $5,621-74.4% | $5,060-71.5% | $6,691-78.5% |
| Admin fee / account holder | $143 | $9,750-98.5% | $8,391-98.3% | $13,402-98.9% |