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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 | $32,995 | $105,929-68.9% | $81,926-59.7% | $158,950-79.2% |
| Participation rate | 57.1% | 75.6%-18.5pp | 72.0%-14.8pp | 82.0%-24.8pp |
| Annual return | 9.70% | 38.19%-28.5pp | 29.49%-19.8pp | 302.91%-293.2pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $528 | $13,007-95.9% | $7,108-92.6% | $5,983-91.2% |
| Admin fee / account holder | $0 | $8,492-100.0% | $5,159-100.0% | $11,248-100.0% |