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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 | $18,593 | $211,288-91.2% | $178,540-89.6% | $145,884-87.3% |
| Participation rate | 31.8% | 80.8%-49.0pp | 77.1%-45.3pp | 80.3%-48.5pp |
| Annual return | 10.53% | 30.27%-19.7pp | 27.15%-16.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,187 | $6,967-83.0% | $6,281-81.1% | $6,690-82.2% |
| Admin fee / account holder | $192 | $12,105-98.4% | $10,424-98.2% | $13,392-98.6% |