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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 | $51,831 | $113,941-54.5% | $94,228-45.0% | $125,388-58.7% |
| Participation rate | 26.7% | 82.9%-56.2pp | 78.8%-52.1pp | 83.2%-56.5pp |
| Annual return | 7.26% | 5.29%+2.0pp | 10.68%-3.4pp | 282.24%-275.0pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $716 | $5,179-86.2% | $4,320-83.4% | $5,352-86.6% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |