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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 | $32,907 | $111,814-70.6% | $103,378-68.2% | $145,978-77.5% |
| Participation rate | 31.8% | 77.9%-46.1pp | 74.5%-42.7pp | 80.3%-48.5pp |
| Annual return | 12.93% | 24.80%-11.9pp | 24.91%-12.0pp | 550.52%-537.6pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,483 | $5,618-73.6% | $5,058-70.7% | $6,690-77.8% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |