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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 | $49,381 | $162,821-69.7% | $133,978-63.1% | $158,982-68.9% |
| Participation rate | 46.2% | 83.2%-37.1pp | 79.8%-33.7pp | 82.0%-35.8pp |
| Annual return | 13.25% | 41.95%-28.7pp | 45.10%-31.9pp | 302.99%-289.7pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,511 | $5,910-74.4% | $5,047-70.1% | $5,983-74.7% |
| Admin fee / account holder | $1 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |