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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 | $23,133 | $117,895-80.4% | $102,460-77.4% | $145,897-84.1% |
| Participation rate | 29.4% | 78.6%-49.2pp | 76.5%-47.1pp | 80.3%-50.9pp |
| Annual return | 25.39% | 31.92%-6.5pp | 29.47%-4.1pp | 552.29%-526.9pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,677 | $5,736-70.8% | $5,056-66.8% | $6,689-74.9% |
| Admin fee / account holder | $164 | $13,353-98.8% | $9,460-98.3% | $13,390-98.8% |