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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 | $80,217 | $107,666-25.5% | $102,184-21.5% | $154,746-48.2% |
| Participation rate | 53.3% | 83.7%-30.4pp | 82.6%-29.3pp | 80.7%-27.4pp |
| Annual return | 14.40% | 29.33%-14.9pp | 31.58%-17.2pp | 172.34%-157.9pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,293 | $8,719-85.2% | $8,309-84.4% | $6,730-80.8% |
| Admin fee / account holder | $190 | $12,943-98.5% | $11,609-98.4% | $14,365-98.7% |