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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 | $35,884 | $72,272-50.3% | $101,264-64.6% | $79,858-55.1% |
| Participation rate | 12.1% | 68.5%-56.4pp | 75.8%-63.7pp | 69.6%-57.6pp |
| Annual return | 16.32% | 22.30%-6.0pp | 46.48%-30.2pp | 31.72%-15.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $350 | $3,282-89.3% | $4,370-92.0% | $3,740-90.6% |
| Admin fee / account holder | $54 | $4,401-98.8% | $5,947-99.1% | $5,306-99.0% |