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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 | $76,641 | $64,359+19.1% | $90,161-15.0% | $70,126+9.3% |
| Participation rate | 36.7% | 70.4%-33.8pp | 76.9%-40.2pp | 69.5%-32.9pp |
| Annual return | 18.12% | 28.13%-10.0pp | 34.89%-16.8pp | 73.15%-55.0pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $559 | $4,389-87.3% | $5,287-89.4% | $3,332-83.2% |
| Admin fee / account holder | $24 | $3,945-99.4% | $5,943-99.6% | $4,645-99.5% |