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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 | $23,163 | $126,661-81.7% | $113,397-79.6% | $138,895-83.3% |
| Participation rate | 14.3% | 79.4%-65.2pp | 76.5%-62.2pp | 79.9%-65.6pp |
| Annual return | 19.85% | 25.05%-5.2pp | 23.20%-3.4pp | 145.39%-125.5pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,128 | $5,693-80.2% | $5,076-77.8% | $6,396-82.4% |
| Admin fee / account holder | $84 | $14,549-99.4% | $11,957-99.3% | $12,562-99.3% |