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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 | $46,238 | $98,776-53.2% | $149,745-69.1% | $79,856-42.1% |
| Participation rate | 31.1% | 75.8%-44.7pp | 82.5%-51.4pp | 69.6%-38.5pp |
| Annual return | 14.88% | 27.38%-12.5pp | 276.72%-261.8pp | 31.71%-16.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,109 | $5,681-80.5% | $6,843-83.8% | $3,741-70.4% |
| Admin fee / account holder | $237 | $6,053-96.1% | $9,312-97.5% | $5,306-95.5% |