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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 | $69,591 | $91,179-23.7% | $178,499-61.0% | $79,852-12.8% |
| Participation rate | 21.8% | 69.2%-47.4pp | 81.9%-60.1pp | 69.6%-47.8pp |
| Annual return | 16.10% | 24.19%-8.1pp | 151.10%-135.0pp | 31.72%-15.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $458 | $3,236-85.8% | $5,202-91.2% | $3,740-87.8% |
| Admin fee / account holder | $230 | $6,749-96.6% | $13,986-98.4% | $5,306-95.7% |