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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 | $60,182 | $64,359-6.5% | $90,161-33.3% | $70,126-14.2% |
| Participation rate | 4.8% | 70.4%-65.7pp | 76.9%-72.1pp | 69.5%-64.8pp |
| Annual return | 24.59% | 28.13%-3.5pp | 34.89%-10.3pp | 73.15%-48.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $732 | $4,389-83.3% | $5,287-86.1% | $3,332-78.0% |
| Admin fee / account holder | $0 | $3,945-100.0% | $5,943-100.0% | $4,645-100.0% |