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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 | $63,785 | $87,834-27.4% | $133,975-52.4% | $62,881+1.4% |
| Participation rate | 40.5% | 83.4%-42.8pp | 87.1%-46.5pp | 69.3%-28.8pp |
| Annual return | 8.12% | 12.05%-3.9pp | 29.29%-21.2pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,125 | $4,812-55.8% | $6,282-66.2% | $3,203-33.7% |
| Admin fee / account holder | $4 | $5,372-99.9% | $9,324-100.0% | $4,296-99.9% |