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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 | $74,867 | $36,140+107.2% | $73,658+1.6% | $64,340+16.4% |
| Participation rate | 3.7% | 31.0%-27.3pp | 57.0%-53.4pp | 55.2%-51.6pp |
| Annual return | 15.43% | 21.48%-6.0pp | 29.72%-14.3pp | 24.14%-8.7pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $214 | $1,023-79.0% | $2,062-89.6% | $2,980-92.8% |
| Admin fee / account holder | $269 | $2,513-89.3% | $3,357-92.0% | $3,703-92.7% |