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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 | $43,276 | $79,961-45.9% | $98,462-56.0% | $75,177-42.4% |
| Participation rate | 11.4% | 70.4%-58.9pp | 75.2%-63.7pp | 67.2%-55.8pp |
| Annual return | 22.66% | 19.75%+2.9pp | 21.17%+1.5pp | 160.75%-138.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $191 | $3,753-94.9% | $4,738-96.0% | $4,126-95.4% |
| Admin fee / account holder | $76 | $6,842-98.9% | $8,875-99.1% | $5,651-98.7% |