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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 | $57,183 | $105,856-46.0% | $90,161-36.6% | $147,586-61.3% |
| Participation rate | 25.0% | 79.7%-54.7pp | 76.9%-51.9pp | 82.8%-57.8pp |
| Annual return | 20.27% | 37.63%-17.4pp | 34.89%-14.6pp | 578.59%-558.3pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,578 | $5,733-72.5% | $5,287-70.2% | $5,439-71.0% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |