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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 | $47,516 | $86,288-44.9% | $111,306-57.3% | $85,851-44.7% |
| Participation rate | 53.6% | 73.3%-19.8pp | 77.3%-23.7pp | 69.3%-15.7pp |
| Annual return | 14.35% | 19.99%-5.6pp | 54.67%-40.3pp | 318.63%-304.3pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,494 | $3,641-59.0% | $4,488-66.7% | $3,952-62.2% |
| Admin fee / account holder | $5 | $8,189-99.9% | $7,966-99.9% | $6,261-99.9% |