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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 | $38,799 | $89,370-56.6% | $141,197-72.5% | $72,976-46.8% |
| Participation rate | 27.9% | 75.1%-47.3pp | 82.5%-54.6pp | 69.5%-41.6pp |
| Annual return | 24.04% | 111.88%-87.8pp | 71.41%-47.4pp | 81.02%-57.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $966 | $5,419-82.2% | $6,710-85.6% | $3,608-73.2% |
| Admin fee / account holder | $184 | $5,957-96.9% | $10,265-98.2% | $5,124-96.4% |