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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 | $35,061 | $106,749-67.2% | $145,433-75.9% | $82,448-57.5% |
| Participation rate | 10.3% | 75.6%-65.4pp | 82.1%-71.9pp | 68.1%-57.8pp |
| Annual return | 16.05% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $708 | $6,519-89.1% | $7,897-91.0% | $4,139-82.9% |
| Admin fee / account holder | $142 | $8,390-98.3% | $13,129-98.9% | $7,234-98.0% |