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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 | $32,587 | $77,472-57.9% | $100,415-67.5% | $80,959-59.7% |
| Participation rate | 5.6% | 76.9%-71.4pp | 81.5%-76.0pp | 67.7%-62.1pp |
| Annual return | 14.12% | 37.26%-23.1pp | 49.47%-35.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $688 | $6,818-89.9% | $8,091-91.5% | $4,300-84.0% |
| Admin fee / account holder | $0 | $5,885-100.0% | $7,906-100.0% | $6,925-100.0% |