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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 | $67,359 | $54,364+23.9% | $78,002-13.6% | - |
| Participation rate | 24.2% | 73.9%-49.6pp | 75.5%-51.3pp | - |
| Annual return | 5.69% | 2.71%+3.0pp | 425.99%-420.3pp | - |
| Employer contribution / active EE | $0 | $1,328-100.0% | $2,470-100.0% | - |
| Participant deferral / active EE | $1,936 | $2,800-30.9% | $3,497-44.6% | - |
| Admin fee / account holder | $38 | $3,826-99.0% | $5,481-99.3% | - |