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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 | $73,264 | $91,559-20.0% | $133,971-45.3% | $79,852-8.3% |
| Participation rate | 44.6% | 73.3%-28.7pp | 79.8%-35.2pp | 69.6%-25.0pp |
| Annual return | 13.22% | 61.85%-48.6pp | 45.09%-31.9pp | 31.72%-18.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $464 | $3,734-87.6% | $5,047-90.8% | $3,740-87.6% |
| Admin fee / account holder | $52 | $6,321-99.2% | $8,929-99.4% | $5,306-99.0% |