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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 | $23,186 | $78,670-70.5% | $109,173-78.8% | $85,847-73.0% |
| Participation rate | 28.6% | 68.3%-39.7pp | 75.9%-47.3pp | 69.3%-40.7pp |
| Annual return | 13.07% | 25.09%-12.0pp | 25.75%-12.7pp | 318.61%-305.5pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,025 | $3,467-70.4% | $4,654-78.0% | $3,952-74.1% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,755-100.0% | $6,261-100.0% |