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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 | $35,203 | $124,336-71.7% | $111,303-68.4% | $167,518-79.0% |
| Participation rate | 30.8% | 79.6%-48.9pp | 77.3%-46.5pp | 82.1%-51.3pp |
| Annual return | 17.88% | 37.45%-19.6pp | 54.66%-36.8pp | 478.71%-460.8pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,245 | $5,181-76.0% | $4,487-72.3% | $6,342-80.4% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,312-100.0% |