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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 | $37,753 | $48,364-21.9% | $71,796-47.4% | $62,881-40.0% |
| Participation rate | 27.3% | 60.6%-33.4pp | 69.1%-41.8pp | 69.3%-42.0pp |
| Annual return | 15.18% | 13.16%+2.0pp | 78.04%-62.9pp | 20.14%-5.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $590 | $2,091-71.8% | $2,794-78.9% | $3,203-81.6% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |