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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 | $69,457 | $65,361+6.3% | $92,903-25.2% | $72,983-4.8% |
| Participation rate | 3.3% | 68.3%-65.1pp | 76.0%-72.7pp | 69.5%-66.2pp |
| Annual return | 24.07% | 42.11%-18.0pp | 109.43%-85.4pp | 81.01%-56.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $78 | $3,128-97.5% | $4,238-98.2% | $3,608-97.8% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |