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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 | $12,092 | $105,160-88.5% | $94,679-87.2% | $139,456-91.3% |
| Participation rate | 33.3% | 82.4%-49.0pp | 80.8%-47.5pp | 80.3%-47.0pp |
| Annual return | 16.38% | 38.04%-21.7pp | 156.75%-140.4pp | 373.45%-357.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,285 | $7,599-83.1% | $7,417-82.7% | $6,711-80.9% |
| Admin fee / account holder | $43 | $8,988-99.5% | $7,233-99.4% | $11,407-99.6% |