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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 | $15,390 | $107,666-85.7% | $102,184-84.9% | $154,746-90.1% |
| Participation rate | 57.1% | 83.7%-26.6pp | 82.6%-25.5pp | 80.7%-23.6pp |
| Annual return | 21.43% | 29.33%-7.9pp | 31.58%-10.2pp | 172.34%-150.9pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,597 | $8,719-81.7% | $8,309-80.8% | $6,730-76.3% |
| Admin fee / account holder | $18 | $12,943-99.9% | $11,609-99.8% | $14,365-99.9% |