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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 | $78,197-67.6% | $98,090-74.2% | $82,637-69.4% |
| Participation rate | 10.3% | 77.5%-67.1pp | 81.5%-71.2pp | 68.1%-57.7pp |
| Annual return | 24.04% | 40.25%-16.2pp | 37.05%-13.0pp | 53.51%-29.5pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,000 | $6,636-84.9% | $7,845-87.3% | $4,126-75.8% |
| Admin fee / account holder | $15 | $14,832-99.9% | $11,815-99.9% | $7,339-99.8% |