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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 | $12,350 | $102,245-87.9% | $89,340-86.2% | $137,256-91.0% |
| Participation rate | 22.2% | 74.9%-52.7pp | 69.6%-47.3pp | 80.0%-57.7pp |
| Annual return | 22.52% | 21.89%+0.6pp | 20.57%+1.9pp | 220.34%-197.8pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $652 | $4,436-85.3% | $3,823-83.0% | $6,407-89.8% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |