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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 | $35,968 | $89,370-59.8% | $141,197-74.5% | $72,976-50.7% |
| Participation rate | 32.0% | 75.1%-43.1pp | 82.5%-50.5pp | 69.5%-37.5pp |
| Annual return | 25.70% | 111.88%-86.2pp | 71.41%-45.7pp | 81.02%-55.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,841 | $5,419-66.0% | $6,710-72.6% | $3,608-49.0% |
| Admin fee / account holder | $83 | $5,957-98.6% | $10,265-99.2% | $5,124-98.4% |