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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 | $38,148 | $77,896-51.0% | $134,172-71.6% | $82,448-53.7% |
| Participation rate | 6.3% | 62.8%-56.4pp | 72.5%-66.1pp | 68.1%-61.7pp |
| Annual return | 18.71% | 18.21%+0.5pp | 25.30%-6.6pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $893 | $3,162-71.8% | $4,690-81.0% | $4,139-78.4% |
| Admin fee / account holder | $0 | $6,336-100.0% | $12,016-100.0% | $7,234-100.0% |