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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 | $29,059 | $57,976-49.9% | $63,018-53.9% | $62,293-53.4% |
| Participation rate | 31.1% | 75.9%-44.8pp | 74.8%-43.7pp | 69.5%-38.4pp |
| Annual return | 16.33% | 17.54%-1.2pp | 87.62%-71.3pp | 28.90%-12.6pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $881 | $2,956-70.2% | $3,330-73.5% | $3,169-72.2% |
| Admin fee / account holder | $16 | $276-94.2% | $3,601-99.6% | $479-96.7% |