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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 | $65,722 | $47,944+37.1% | $67,834-3.1% | $62,881+4.5% |
| Participation rate | 16.7% | 61.1%-44.4pp | 68.8%-52.1pp | 69.3%-52.6pp |
| Annual return | 7.49% | 11.77%-4.3pp | 138.47%-131.0pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $421 | $2,247-81.2% | $3,160-86.7% | $3,203-86.8% |
| Admin fee / account holder | $13 | $3,712-99.7% | $4,622-99.7% | $4,296-99.7% |