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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 | $60,141 | $73,955-18.7% | $96,520-37.7% | $75,181-20.0% |
| Participation rate | 35.6% | 66.4%-30.8pp | 74.3%-38.8pp | 67.2%-31.6pp |
| Annual return | 20.19% | 26.72%-6.5pp | 35.72%-15.5pp | 160.69%-140.5pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,429 | $3,659-60.9% | $4,879-70.7% | $4,126-65.4% |
| Admin fee / account holder | $0 | $5,217-100.0% | $6,733-100.0% | $5,650-100.0% |