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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 | $39,488 | $106,749-63.0% | $145,433-72.8% | $82,448-52.1% |
| Participation rate | 60.7% | 75.6%-14.9pp | 82.1%-21.4pp | 68.1%-7.4pp |
| Annual return | 25.97% | 27.59%-1.6pp | 66.58%-40.6pp | 41.64%-15.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $43 | $6,519-99.3% | $7,897-99.5% | $4,139-99.0% |
| Admin fee / account holder | $56 | $8,390-99.3% | $13,129-99.6% | $7,234-99.2% |