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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 | $28,804 | $127,273-77.4% | $109,895-73.8% | $167,518-82.8% |
| Participation rate | 41.7% | 77.9%-36.2pp | 74.2%-32.6pp | 82.1%-40.4pp |
| Annual return | 14.22% | 22.97%-8.8pp | 29.46%-15.2pp | 478.71%-464.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,843-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $563 | $4,515-87.5% | $4,049-86.1% | $6,342-91.1% |
| Admin fee / account holder | $0 | $7,117-100.0% | $6,067-100.0% | $12,312-100.0% |