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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 | $30,270 | $110,212-72.5% | $96,534-68.6% | $139,466-78.3% |
| Participation rate | 28.6% | 78.1%-49.5pp | 76.0%-47.4pp | 80.3%-51.8pp |
| Annual return | 11.40% | 26.42%-15.0pp | 25.88%-14.5pp | 373.66%-362.3pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $960 | $5,547-82.7% | $4,851-80.2% | $6,712-85.7% |
| Admin fee / account holder | $63 | $11,599-99.5% | $8,253-99.2% | $11,409-99.5% |