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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 | $48,562 | $138,393-64.9% | $184,256-73.6% | $80,959-40.0% |
| Participation rate | 0.0% | 83.9%-83.9pp | 86.8%-86.8pp | 67.7%-67.7pp |
| Annual return | 28.07% | 20.01%+8.1pp | 28.85%-0.8pp | 35.67%-7.6pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $676 | $7,076-90.4% | $9,133-92.6% | $4,300-84.3% |
| Admin fee / account holder | $159 | $10,489-98.5% | $13,899-98.9% | $6,925-97.7% |