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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 | $55,131 | $50,643+8.9% | $106,619-48.3% | $55,167-0.1% |
| Participation rate | 1.7% | 65.6%-63.8pp | 78.0%-76.3pp | 69.0%-67.3pp |
| Annual return | 12.47% | 7.02%+5.4pp | 9.42%+3.0pp | 169.23%-156.8pp |
| Employer contribution / active EE | $0 | $1,626-100.0% | $3,947-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $184 | $2,208-91.6% | $3,930-95.3% | $3,054-94.0% |
| Admin fee / account holder | $0 | $488-100.0% | $6,418-100.0% | $504-100.0% |