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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 | $96,897 | $74,535+30.0% | $100,712-3.8% | $82,637+17.3% |
| Participation rate | 17.6% | 61.2%-43.5pp | 69.3%-51.6pp | 68.1%-50.4pp |
| Annual return | 17.33% | 18.92%-1.6pp | 33.27%-15.9pp | 53.51%-36.2pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $111 | $3,074-96.4% | $4,085-97.3% | $4,126-97.3% |
| Admin fee / account holder | $77 | $6,576-98.8% | $9,256-99.2% | $7,339-98.9% |