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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 | $57,607 | $106,749-46.0% | $145,433-60.4% | $82,448-30.1% |
| Participation rate | 19.6% | 75.6%-56.1pp | 82.1%-62.6pp | 68.1%-48.5pp |
| Annual return | 15.21% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $762 | $6,519-88.3% | $7,897-90.4% | $4,139-81.6% |
| Admin fee / account holder | $53 | $8,390-99.4% | $13,129-99.6% | $7,234-99.3% |