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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 | $57,205 | $78,013-26.7% | $178,449-67.9% | $80,911-29.3% |
| Participation rate | 11.8% | 65.7%-53.9pp | 77.1%-65.3pp | 67.6%-55.9pp |
| Annual return | 14.28% | 18.07%-3.8pp | 27.09%-12.8pp | 35.63%-21.4pp |
| Employer contribution / active EE | $0 | $2,287-100.0% | $3,951-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $171 | $4,408-96.1% | $6,277-97.3% | $4,297-96.0% |
| Admin fee / account holder | $0 | $7,166-100.0% | $10,362-100.0% | $6,935-100.0% |