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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 | $49,921 | $69,977-28.7% | $108,582-54.0% | $62,881-20.6% |
| Participation rate | 16.2% | 72.9%-56.7pp | 79.6%-63.4pp | 69.3%-53.1pp |
| Annual return | 5.04% | 10.73%-5.7pp | -51.70%+56.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,236 | $3,165-61.0% | $4,311-71.3% | $3,203-61.4% |
| Admin fee / account holder | $94 | $5,076-98.1% | $7,645-98.8% | $4,296-97.8% |