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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 | $30,940 | $81,262-61.9% | $155,602-80.1% | $80,911-61.8% |
| Participation rate | 22.2% | 66.2%-44.0pp | 78.2%-56.0pp | 67.6%-45.4pp |
| Annual return | 21.26% | 33.34%-12.1pp | 64.81%-43.5pp | 35.63%-14.4pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $606 | $3,451-82.4% | $5,629-89.2% | $4,297-85.9% |
| Admin fee / account holder | $246 | $7,992-96.9% | $15,923-98.5% | $6,935-96.4% |