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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 | $10,468 | $102,245-89.8% | $89,340-88.3% | $137,256-92.4% |
| Participation rate | 8.3% | 74.9%-66.6pp | 69.6%-61.2pp | 80.0%-71.6pp |
| Annual return | 25.07% | 21.89%+3.2pp | 20.57%+4.5pp | 220.34%-195.3pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $192 | $4,436-95.7% | $3,823-95.0% | $6,407-97.0% |
| Admin fee / account holder | $37 | $8,085-99.5% | $6,704-99.4% | $12,270-99.7% |