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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 | $41,842 | $117,895-64.5% | $102,460-59.2% | $145,897-71.3% |
| Participation rate | 38.9% | 78.6%-39.7pp | 76.5%-37.6pp | 80.3%-41.4pp |
| Annual return | 9.74% | 31.92%-22.2pp | 29.47%-19.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $318 | $5,736-94.5% | $5,056-93.7% | $6,689-95.2% |
| Admin fee / account holder | $51 | $13,353-99.6% | $9,460-99.5% | $13,390-99.6% |