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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 | $16,977 | $124,351-86.3% | $109,188-84.5% | $167,553-89.9% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.9%-38.4pp | 82.1%-44.6pp |
| Annual return | 20.79% | 26.04%-5.3pp | 25.76%-5.0pp | 478.89%-458.1pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,378 | $5,257-73.8% | $4,654-70.4% | $6,343-78.3% |
| Admin fee / account holder | $109 | $7,975-98.6% | $6,755-98.4% | $12,316-99.1% |