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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 | $88,234 | $103,392-14.7% | $87,104+1.3% | $152,897-42.3% |
| Participation rate | 20.0% | 79.4%-59.4pp | 76.9%-56.9pp | 82.5%-62.5pp |
| Annual return | 25.98% | 28.10%-2.1pp | 28.19%-2.2pp | 345.43%-319.5pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,029 | $4,778-78.5% | $4,048-74.6% | $5,851-82.4% |
| Admin fee / account holder | $30 | $12,194-99.8% | $7,491-99.6% | $11,599-99.7% |