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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 | $28,662 | $211,105-86.4% | $178,449-83.9% | $145,978-80.4% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 13.12% | 30.19%-17.1pp | 27.09%-14.0pp | 550.52%-537.4pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $525 | $6,959-92.5% | $6,277-91.6% | $6,690-92.2% |
| Admin fee / account holder | $75 | $12,017-99.4% | $10,362-99.3% | $13,400-99.4% |