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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 | $45,133 | $117,859-61.7% | $102,438-55.9% | $145,959-69.1% |
| Participation rate | 30.8% | 78.6%-47.8pp | 76.5%-45.7pp | 80.3%-49.5pp |
| Annual return | 13.98% | 31.72%-17.7pp | 29.37%-15.4pp | 561.95%-548.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,442 | $5,732-74.8% | $5,054-71.5% | $6,689-78.4% |
| Admin fee / account holder | $222 | $13,318-98.3% | $9,448-97.6% | $13,398-98.3% |