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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 | $48,015 | $57,976-17.2% | $63,018-23.8% | $62,293-22.9% |
| Participation rate | 22.0% | 75.9%-53.9pp | 74.8%-52.8pp | 69.5%-47.5pp |
| Annual return | 13.47% | 17.54%-4.1pp | 87.62%-74.2pp | 28.90%-15.4pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $935 | $2,956-68.4% | $3,330-71.9% | $3,169-70.5% |
| Admin fee / account holder | $265 | $276-3.9% | $3,601-92.6% | $479-44.7% |