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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 | $77,832 | $88,672-12.2% | $105,223-26.0% | $82,448-5.6% |
| Participation rate | 39.3% | 67.9%-28.6pp | 75.0%-35.8pp | 68.1%-28.8pp |
| Annual return | 17.64% | 30.86%-13.2pp | 180.65%-163.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,086 | $4,036-73.1% | $5,072-78.6% | $4,139-73.8% |
| Admin fee / account holder | $176 | $7,146-97.5% | $8,859-98.0% | $7,234-97.6% |