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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 | $68,604 | $117,895-41.8% | $102,460-33.0% | $145,897-53.0% |
| Participation rate | 36.4% | 78.6%-42.3pp | 76.5%-40.1pp | 80.3%-43.9pp |
| Annual return | 11.96% | 31.92%-20.0pp | 29.47%-17.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $836 | $5,736-85.4% | $5,056-83.5% | $6,689-87.5% |
| Admin fee / account holder | $21 | $13,353-99.8% | $9,460-99.8% | $13,390-99.8% |