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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 | $79,319 | $138,366-42.7% | $184,185-56.9% | $80,911-2.0% |
| Participation rate | 13.8% | 83.9%-70.1pp | 86.8%-73.0pp | 67.6%-53.9pp |
| Annual return | 13.27% | 20.02%-6.8pp | 28.81%-15.5pp | 35.63%-22.4pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,426-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,564 | $7,074-77.9% | $9,132-82.9% | $4,297-63.6% |
| Admin fee / account holder | $92 | $10,484-99.1% | $13,909-99.3% | $6,935-98.7% |