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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 | $68,143 | $54,541+24.9% | $78,778-13.5% | $70,126-2.8% |
| Participation rate | 19.1% | 60.8%-41.7pp | 69.2%-50.0pp | 69.5%-50.4pp |
| Annual return | 15.06% | 21.07%-6.0pp | 35.62%-20.6pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $731 | $2,210-66.9% | $2,958-75.3% | $3,332-78.1% |
| Admin fee / account holder | $14 | $3,709-99.6% | $5,134-99.7% | $4,645-99.7% |