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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 | $57,802 | $45,050+28.3% | $63,018-8.3% | $70,126-17.6% |
| Participation rate | 5.2% | 69.5%-64.3pp | 74.8%-69.6pp | 69.5%-64.4pp |
| Annual return | 17.40% | 18.76%-1.4pp | 87.62%-70.2pp | 73.15%-55.8pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $469 | $2,466-81.0% | $3,330-85.9% | $3,332-85.9% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |