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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 | $21,411 | $117,904-81.8% | $102,457-79.1% | $145,978-85.3% |
| Participation rate | 23.8% | 78.6%-54.8pp | 76.5%-52.7pp | 80.3%-56.5pp |
| Annual return | 12.67% | 31.80%-19.1pp | 29.41%-16.7pp | 550.52%-537.8pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $302 | $5,733-94.7% | $5,054-94.0% | $6,690-95.5% |
| Admin fee / account holder | $91 | $13,329-99.3% | $9,451-99.0% | $13,400-99.3% |