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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 | $39,201 | $77,908-49.7% | $149,696-73.8% | $75,173-47.9% |
| Participation rate | 8.9% | 65.6%-56.7pp | 78.8%-69.9pp | 67.2%-58.3pp |
| Annual return | 20.37% | 31.73%-11.4pp | 134.46%-114.1pp | 160.72%-140.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $565 | $3,411-83.4% | $5,682-90.1% | $4,126-86.3% |
| Admin fee / account holder | $27 | $5,950-99.5% | $13,212-99.8% | $5,651-99.5% |