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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 | $37,093 | $101,795-63.6% | $165,100-77.5% | $80,959-54.2% |
| Participation rate | 8.6% | 71.8%-63.3pp | 78.6%-70.1pp | 67.7%-59.1pp |
| Annual return | 19.42% | 16.73%+2.7pp | 70.21%-50.8pp | 35.67%-16.2pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $825 | $4,476-81.6% | $6,035-86.3% | $4,300-80.8% |
| Admin fee / account holder | $245 | $8,221-97.0% | $12,696-98.1% | $6,925-96.5% |