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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 | $90,144 | $116,203-22.4% | $93,621-3.7% | $152,909-41.0% |
| Participation rate | 14.3% | 78.1%-63.8pp | 75.8%-61.5pp | 82.5%-68.2pp |
| Annual return | 15.82% | 35.96%-20.1pp | 32.76%-16.9pp | 345.46%-329.6pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $62 | $4,605-98.7% | $4,070-98.5% | $5,851-98.9% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,601-100.0% |