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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 | $18,341 | $90,400-79.7% | $186,193-90.1% | $87,485-79.0% |
| Participation rate | 63.9% | 66.2%-2.3pp | 77.1%-13.2pp | 68.9%-5.0pp |
| Annual return | 16.62% | 22.15%-5.5pp | 78.03%-61.4pp | 26.06%-9.4pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,443 | $4,330-66.7% | $6,513-77.8% | $4,274-66.2% |
| Admin fee / account holder | $204 | $8,673-97.7% | $11,058-98.2% | $7,775-97.4% |