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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 | $25,521 | $110,379-76.9% | $102,412-75.1% | $145,884-82.5% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 11.64% | 24.84%-13.2pp | 24.94%-13.3pp | 551.85%-540.2pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,099 | $5,622-80.5% | $5,060-78.3% | $6,690-83.6% |
| Admin fee / account holder | $101 | $9,745-99.0% | $8,388-98.8% | $13,392-99.2% |