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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 | $39,332 | $81,358-51.7% | $155,556-74.7% | $80,959-51.4% |
| Participation rate | 11.7% | 66.3%-54.6pp | 78.2%-66.5pp | 67.7%-56.0pp |
| Annual return | 20.44% | 33.39%-12.9pp | 64.84%-44.4pp | 35.67%-15.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $747 | $3,455-78.4% | $5,631-86.7% | $4,300-82.6% |
| Admin fee / account holder | $20 | $7,994-99.7% | $15,885-99.9% | $6,925-99.7% |