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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 | $16,368 | $114,119-85.7% | $107,187-84.7% | $138,895-88.2% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 79.9%-54.9pp |
| Annual return | 18.18% | 273.21%-255.0pp | 204.55%-186.4pp | 145.39%-127.2pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,045 | $5,538-81.1% | $5,096-79.5% | $6,396-83.7% |
| Admin fee / account holder | $125 | $10,024-98.8% | $9,162-98.6% | $12,562-99.0% |