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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 | $25,301 | $78,520-67.8% | $96,576-73.8% | $82,448-69.3% |
| Participation rate | 10.3% | 77.7%-67.4pp | 81.4%-71.1pp | 68.1%-57.7pp |
| Annual return | 24.04% | 41.30%-17.3pp | 38.47%-14.4pp | 41.64%-17.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,000 | $6,754-85.2% | $7,956-87.4% | $4,139-75.8% |
| Admin fee / account holder | $15 | $13,455-99.9% | $11,381-99.9% | $7,234-99.8% |