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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 | $22,655 | $54,541-58.5% | $78,778-71.2% | $70,126-67.7% |
| Participation rate | 48.1% | 60.8%-12.7pp | 69.2%-21.0pp | 69.5%-21.4pp |
| Annual return | 16.16% | 21.07%-4.9pp | 35.62%-19.5pp | 73.15%-57.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $979 | $2,210-55.7% | $2,958-66.9% | $3,332-70.6% |
| Admin fee / account holder | $4 | $3,709-99.9% | $5,134-99.9% | $4,645-99.9% |