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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 | $32,058 | $101,798-68.5% | $165,071-80.6% | $80,935-60.4% |
| Participation rate | 8.6% | 71.8%-63.3pp | 78.6%-70.1pp | 67.7%-59.1pp |
| Annual return | 20.58% | 16.73%+3.9pp | 70.17%-49.6pp | 35.66%-15.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $666 | $4,476-85.1% | $6,035-89.0% | $4,299-84.5% |
| Admin fee / account holder | $0 | $8,221-100.0% | $12,695-100.0% | $6,924-100.0% |