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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 | $47,613 | $59,123-19.5% | $77,183-38.3% | $75,181-36.7% |
| Participation rate | 39.4% | 63.9%-24.5pp | 69.6%-30.2pp | 67.2%-27.8pp |
| Annual return | 13.26% | 26.72%-13.5pp | 37.89%-24.6pp | 160.69%-147.4pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $861 | $2,999-71.3% | $3,833-77.5% | $4,126-79.1% |
| Admin fee / account holder | $9 | $4,776-99.8% | $5,475-99.8% | $5,650-99.8% |