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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 | $48,858 | $88,672-44.9% | $105,223-53.6% | $82,448-40.7% |
| Participation rate | 9.3% | 67.9%-58.6pp | 75.0%-65.7pp | 68.1%-58.8pp |
| Annual return | 14.11% | 30.86%-16.7pp | 180.65%-166.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,210 | $4,036-70.0% | $5,072-76.1% | $4,139-70.8% |
| Admin fee / account holder | $128 | $7,146-98.2% | $8,859-98.6% | $7,234-98.2% |