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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 | $77,594 | $106,247-27.0% | $96,515-19.6% | $139,466-44.4% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.3%-54.3pp | 80.3%-60.3pp |
| Annual return | 13.77% | 38.47%-24.7pp | 35.73%-22.0pp | 373.66%-359.9pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $371 | $5,456-93.2% | $4,880-92.4% | $6,712-94.5% |
| Admin fee / account holder | $29 | $7,885-99.6% | $6,735-99.6% | $11,409-99.7% |