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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 | $106,974-90.2% | $90,796-88.5% | $138,895-92.5% |
| Participation rate | 8.3% | 74.9%-66.5pp | 69.5%-61.2pp | 79.9%-71.6pp |
| Annual return | 25.07% | 20.10%+5.0pp | 19.29%+5.8pp | 145.39%-120.3pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $192 | $4,455-95.7% | $3,822-95.0% | $6,396-97.0% |
| Admin fee / account holder | $37 | $8,626-99.6% | $7,024-99.5% | $12,562-99.7% |