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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 | $20,411 | $126,661-83.9% | $113,397-82.0% | $138,895-85.3% |
| Participation rate | 8.3% | 79.4%-71.1pp | 76.5%-68.2pp | 79.9%-71.6pp |
| Annual return | 18.94% | 25.05%-6.1pp | 23.20%-4.3pp | 145.39%-126.5pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $226 | $5,693-96.0% | $5,076-95.6% | $6,396-96.5% |
| Admin fee / account holder | $172 | $14,549-98.8% | $11,957-98.6% | $12,562-98.6% |