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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 | $39,957 | $91,179-56.2% | $178,499-77.6% | $79,852-50.0% |
| Participation rate | 34.8% | 69.2%-34.4pp | 81.9%-47.1pp | 69.6%-34.9pp |
| Annual return | 15.81% | 24.19%-8.4pp | 151.10%-135.3pp | 31.72%-15.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $830 | $3,236-74.4% | $5,202-84.1% | $3,740-77.8% |
| Admin fee / account holder | $189 | $6,749-97.2% | $13,986-98.6% | $5,306-96.4% |