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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 | $29,730 | $81,358-63.5% | $155,556-80.9% | $80,959-63.3% |
| Participation rate | 7.0% | 66.3%-59.3pp | 78.2%-71.2pp | 67.7%-60.7pp |
| Annual return | 14.29% | 33.39%-19.1pp | 64.84%-50.6pp | 35.67%-21.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $218 | $3,455-93.7% | $5,631-96.1% | $4,300-94.9% |
| Admin fee / account holder | $122 | $7,994-98.5% | $15,885-99.2% | $6,925-98.2% |