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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 | $55,461 | $101,618-45.4% | $93,063-40.4% | $137,256-59.6% |
| Participation rate | 23.1% | 74.9%-51.9pp | 72.1%-49.0pp | 80.0%-56.9pp |
| Annual return | 15.56% | 223.95%-208.4pp | 34.15%-18.6pp | 220.34%-204.8pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $465 | $4,279-89.1% | $3,958-88.2% | $6,407-92.7% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |