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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 | $39,794 | $65,034-38.8% | $90,970-56.3% | $79,856-50.2% |
| Participation rate | 46.5% | 61.6%-15.1pp | 69.0%-22.5pp | 69.6%-23.1pp |
| Annual return | 13.70% | 30.45%-16.8pp | 134.60%-120.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,011 | $2,512-59.7% | $3,373-70.0% | $3,741-73.0% |
| Admin fee / account holder | $233 | $4,536-94.9% | $5,961-96.1% | $5,306-95.6% |