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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 | $13,453 | $182,442-92.6% | $163,379-91.8% | $138,895-90.3% |
| Participation rate | 15.4% | 79.8%-64.4pp | 76.8%-61.4pp | 79.9%-64.5pp |
| Annual return | 12.27% | 72.74%-60.5pp | 63.41%-51.1pp | 145.39%-133.1pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $504 | $6,817-92.6% | $6,282-92.0% | $6,396-92.1% |
| Admin fee / account holder | $298 | $10,396-97.1% | $9,818-97.0% | $12,562-97.6% |