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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 | $146,588 | $131,835+11.2% | $108,582+35.0% | $273,972-46.5% |
| Participation rate | 43.8% | 83.5%-39.7pp | 79.6%-35.8pp | 83.0%-39.3pp |
| Annual return | 8.62% | -91.57%+100.2pp | -51.70%+60.3pp | 41.46%-32.8pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $912 | $5,127-82.2% | $4,311-78.9% | $5,287-82.8% |
| Admin fee / account holder | $211 | $10,253-97.9% | $7,645-97.2% | $10,133-97.9% |