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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 | $58,512 | $81,276-28.0% | $155,574-62.4% | $80,925-27.7% |
| Participation rate | 8.7% | 66.2%-57.6pp | 78.2%-69.5pp | 67.7%-59.0pp |
| Annual return | 12.96% | 33.36%-20.4pp | 64.87%-51.9pp | 35.65%-22.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $584 | $3,453-83.1% | $5,629-89.6% | $4,299-86.4% |
| Admin fee / account holder | $29 | $7,993-99.6% | $15,914-99.8% | $6,940-99.6% |