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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 | $23,010 | $55,457-58.5% | $77,361-70.3% | $94,015-75.5% |
| Participation rate | 45.9% | 69.8%-23.9pp | 75.0%-29.0pp | 70.8%-24.9pp |
| Annual return | 14.96% | 15.57%-0.6pp | 1011.54%-996.6pp | 17.84%-2.9pp |
| Employer contribution / active EE | $700 | $2,255-68.9% | $2,990-76.6% | $2,790-74.9% |
| Participant deferral / active EE | $971 | $3,069-68.4% | $3,911-75.2% | $4,249-77.1% |
| Admin fee / account holder | $3 | $4,334-99.9% | $5,894-100.0% | $8,951-100.0% |