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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 | $29,936 | $65,364-54.2% | $92,909-67.8% | $72,975-59.0% |
| Participation rate | 48.6% | 68.3%-19.7pp | 76.0%-27.4pp | 69.5%-20.8pp |
| Annual return | 23.50% | 42.11%-18.6pp | 109.44%-85.9pp | 81.01%-57.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $857 | $3,128-72.6% | $4,238-79.8% | $3,608-76.3% |
| Admin fee / account holder | $11 | $4,251-99.7% | $5,795-99.8% | $5,124-99.8% |