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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 | $49,384 | $62,672-21.2% | $185,117-73.3% | $70,126-29.6% |
| Participation rate | 11.5% | 63.8%-52.2pp | 77.3%-65.7pp | 69.5%-58.0pp |
| Annual return | 13.71% | 40.79%-27.1pp | 40.50%-26.8pp | 73.15%-59.4pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $208 | $3,272-93.7% | $5,045-95.9% | $3,332-93.8% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |