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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 | $24,313 | $106,864-77.2% | $147,318-83.5% | $82,637-70.6% |
| Participation rate | 37.8% | 75.5%-37.7pp | 82.1%-44.2pp | 68.1%-30.2pp |
| Annual return | 19.10% | 27.49%-8.4pp | 70.43%-51.3pp | 53.51%-34.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,246 | $6,496-80.8% | $7,906-84.2% | $4,126-69.8% |
| Admin fee / account holder | $41 | $8,415-99.5% | $13,708-99.7% | $7,339-99.4% |