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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 | $45,577 | $101,798-55.2% | $165,071-72.4% | $80,935-43.7% |
| Participation rate | 12.5% | 71.8%-59.3pp | 78.6%-66.1pp | 67.7%-55.2pp |
| Annual return | 13.99% | 16.73%-2.7pp | 70.17%-56.2pp | 35.66%-21.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $414 | $4,476-90.8% | $6,035-93.1% | $4,299-90.4% |
| Admin fee / account holder | $229 | $8,221-97.2% | $12,695-98.2% | $6,924-96.7% |