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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 | $12,533 | $110,410-88.6% | $102,437-87.8% | $145,897-91.4% |
| Participation rate | 38.1% | 77.9%-39.8pp | 74.5%-36.4pp | 80.3%-42.2pp |
| Annual return | 15.14% | 24.85%-9.7pp | 24.95%-9.8pp | 552.29%-537.1pp |
| Employer contribution / active EE | $1,146 | $4,217-72.8% | $3,871-70.4% | $4,663-75.4% |
| Participant deferral / active EE | $1,351 | $5,622-76.0% | $5,060-73.3% | $6,689-79.8% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |