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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 | $29,271 | $67,602-56.7% | $82,312-64.4% | $70,126-58.3% |
| Participation rate | 5.7% | 72.8%-67.1pp | 76.9%-71.2pp | 69.5%-63.8pp |
| Annual return | 20.46% | 21.57%-1.1pp | 25.88%-5.4pp | 73.15%-52.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $255 | $2,987-91.5% | $3,706-93.1% | $3,332-92.3% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |