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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 | $48,259 | $64,890-25.6% | $134,172-64.0% | $67,986-29.0% |
| Participation rate | 3.5% | 48.5%-45.1pp | 72.5%-69.0pp | 57.2%-53.7pp |
| Annual return | 18.60% | 16.12%+2.5pp | 25.30%-6.7pp | 31.67%-13.1pp |
| Employer contribution / active EE | $0 | $1,360-100.0% | $3,420-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $278 | $2,289-87.9% | $4,690-94.1% | $3,358-91.7% |
| Admin fee / account holder | $0 | $3,140-100.0% | $12,016-100.0% | $3,203-100.0% |