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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 | $41,886 | $117,846-64.5% | $102,434-59.1% | $145,884-71.3% |
| Participation rate | 14.3% | 78.6%-64.3pp | 76.5%-62.2pp | 80.3%-66.0pp |
| Annual return | 9.21% | 31.90%-22.7pp | 29.46%-20.2pp | 551.85%-542.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $857 | $5,733-85.1% | $5,055-83.0% | $6,690-87.2% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |