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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 | $35,116 | $108,825-67.7% | $156,181-77.5% | $82,448-57.4% |
| Participation rate | 11.0% | 72.4%-61.4pp | 78.8%-67.9pp | 68.1%-57.1pp |
| Annual return | 19.47% | 20.59%-1.1pp | 64.87%-45.4pp | 41.64%-22.2pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $700 | $4,577-84.7% | $6,132-88.6% | $4,139-83.1% |
| Admin fee / account holder | $0 | $9,341-100.0% | $14,586-100.0% | $7,234-100.0% |