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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 | $48,770 | $99,053-50.8% | $88,179-44.7% | $138,895-64.9% |
| Participation rate | 36.4% | 74.2%-37.9pp | 69.1%-32.8pp | 79.9%-43.6pp |
| Annual return | 18.84% | 78.17%-59.3pp | 64.97%-46.1pp | 145.39%-126.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $613 | $5,225-88.3% | $4,614-86.7% | $6,396-90.4% |
| Admin fee / account holder | $188 | $8,748-97.8% | $7,673-97.5% | $12,562-98.5% |