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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 | $20,269 | $110,379-81.6% | $102,412-80.2% | $145,884-86.1% |
| Participation rate | 18.2% | 77.9%-59.7pp | 74.5%-56.3pp | 80.3%-62.1pp |
| Annual return | 16.90% | 24.84%-7.9pp | 24.94%-8.0pp | 551.85%-534.9pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $619 | $5,622-89.0% | $5,060-87.8% | $6,690-90.8% |
| Admin fee / account holder | $113 | $9,745-98.8% | $8,388-98.7% | $13,392-99.2% |