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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 | $44,256 | $51,207-13.6% | $70,565-37.3% | $75,177-41.1% |
| Participation rate | 10.6% | 61.0%-50.3pp | 68.4%-57.7pp | 67.2%-56.6pp |
| Annual return | 21.91% | 30.05%-8.1pp | 32.79%-10.9pp | 160.75%-138.8pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $220 | $2,850-92.3% | $4,568-95.2% | $4,126-94.7% |
| Admin fee / account holder | $160 | $4,097-96.1% | $6,430-97.5% | $5,651-97.2% |