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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 | $22,250 | $80,133-72.2% | $135,792-83.6% | $71,012-68.7% |
| Participation rate | 0.4% | 46.4%-46.0pp | 72.6%-72.2pp | 58.6%-58.1pp |
| Annual return | 23.07% | 15.15%+7.9pp | 25.96%-2.9pp | 37.67%-14.6pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $3,496-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $12 | $2,074-99.4% | $4,759-99.7% | $3,246-99.6% |
| Admin fee / account holder | $158 | $1,557-89.9% | $12,266-98.7% | $1,167-86.5% |