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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 | $64,068 | $103,393-38.0% | $87,103-26.4% | $152,909-58.1% |
| Participation rate | 52.9% | 79.4%-26.4pp | 76.9%-23.9pp | 82.5%-29.5pp |
| Annual return | 23.42% | 28.10%-4.7pp | 28.19%-4.8pp | 345.46%-322.0pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,507 | $4,778-68.5% | $4,049-62.8% | $5,851-74.2% |
| Admin fee / account holder | $45 | $12,195-99.6% | $7,491-99.4% | $11,601-99.6% |