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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 | $24,556 | $115,917-78.8% | $100,535-75.6% | $158,982-84.6% |
| Participation rate | 25.0% | 81.6%-56.6pp | 79.4%-54.4pp | 82.0%-57.0pp |
| Annual return | 13.97% | 34.80%-20.8pp | 30.90%-16.9pp | 302.99%-289.0pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,131 | $6,677-83.1% | $6,271-82.0% | $5,983-81.1% |
| Admin fee / account holder | $85 | $11,002-99.2% | $8,085-98.9% | $11,252-99.2% |