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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 | $90,454 | $91,559-1.2% | $133,978-32.5% | $79,856+13.3% |
| Participation rate | 43.8% | 73.3%-29.6pp | 79.8%-36.1pp | 69.6%-25.9pp |
| Annual return | 12.05% | 61.85%-49.8pp | 45.10%-33.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,081 | $3,734-71.0% | $5,047-78.6% | $3,741-71.1% |
| Admin fee / account holder | $231 | $6,321-96.3% | $8,930-97.4% | $5,306-95.6% |