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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 | $57,881 | $67,411-14.1% | $91,004-36.4% | $70,126-17.5% |
| Participation rate | 33.8% | 71.4%-37.6pp | 75.6%-41.8pp | 69.5%-35.8pp |
| Annual return | 13.10% | -40.16%+53.3pp | 4.60%+8.5pp | 73.15%-60.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $535 | $2,823-81.0% | $3,548-84.9% | $3,332-83.9% |
| Admin fee / account holder | $279 | $4,236-93.4% | $5,417-94.8% | $4,645-94.0% |