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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 | $64,021 | $78,428-18.4% | $95,960-33.3% | $79,852-19.8% |
| Participation rate | 38.9% | 73.5%-34.6pp | 77.1%-38.2pp | 69.6%-30.7pp |
| Annual return | 15.43% | 19.37%-3.9pp | 91.63%-76.2pp | 31.72%-16.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $840 | $3,440-75.6% | $4,167-79.8% | $3,740-77.5% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,797-100.0% | $5,306-100.0% |