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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 | $32,842 | $117,895-72.1% | $102,460-67.9% | $145,897-77.5% |
| Participation rate | 41.7% | 78.6%-37.0pp | 76.5%-34.8pp | 80.3%-38.6pp |
| Annual return | 12.54% | 31.92%-19.4pp | 29.47%-16.9pp | 552.29%-539.8pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,400 | $5,736-75.6% | $5,056-72.3% | $6,689-79.1% |
| Admin fee / account holder | $142 | $13,353-98.9% | $9,460-98.5% | $13,390-98.9% |