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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 | $49,506 | $63,114-21.6% | $92,903-46.7% | $65,185-24.1% |
| Participation rate | 13.2% | 68.8%-55.5pp | 76.0%-62.8pp | 70.2%-57.0pp |
| Annual return | 24.97% | 28.75%-3.8pp | 109.43%-84.5pp | 29.38%-4.4pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $384 | $3,108-87.6% | $4,238-90.9% | $3,514-89.1% |
| Admin fee / account holder | $94 | $624-85.0% | $5,795-98.4% | $847-89.0% |