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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 | $117,846-64.5% | $102,434-59.2% | $145,884-71.3% |
| Participation rate | 38.9% | 78.6%-39.7pp | 76.5%-37.6pp | 80.3%-41.4pp |
| Annual return | 9.74% | 31.90%-22.2pp | 29.46%-19.7pp | 551.85%-542.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $318 | $5,733-94.4% | $5,055-93.7% | $6,690-95.2% |
| Admin fee / account holder | $51 | $13,356-99.6% | $9,462-99.5% | $13,392-99.6% |