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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 | $64,443 | $89,367-27.9% | $141,191-54.4% | $72,975-11.7% |
| Participation rate | 14.7% | 75.1%-60.4pp | 82.5%-67.8pp | 69.5%-54.8pp |
| Annual return | 23.53% | 111.87%-88.3pp | 71.41%-47.9pp | 81.01%-57.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,499 | $5,419-72.3% | $6,710-77.7% | $3,608-58.4% |
| Admin fee / account holder | $17 | $5,957-99.7% | $10,264-99.8% | $5,124-99.7% |