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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 | $48,956 | $162,821-69.9% | $133,978-63.5% | $158,982-69.2% |
| Participation rate | 58.8% | 83.2%-24.4pp | 79.8%-21.0pp | 82.0%-23.1pp |
| Annual return | 12.98% | 41.95%-29.0pp | 45.10%-32.1pp | 302.99%-290.0pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,555 | $5,910-73.7% | $5,047-69.2% | $5,983-74.0% |
| Admin fee / account holder | $67 | $11,742-99.4% | $8,930-99.3% | $11,252-99.4% |