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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 | $141,292 | $50,947+177.3% | $74,549+89.5% | $64,173+120.2% |
| Participation rate | 30.0% | 61.1%-31.1pp | 69.1%-39.1pp | 69.6%-39.6pp |
| Annual return | 8.48% | -1.85%+10.3pp | 32.53%-24.1pp | 7.63%+0.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $152 | $2,302-93.4% | $3,108-95.1% | $3,470-95.6% |
| Admin fee / account holder | $229 | $4,221-94.6% | $5,059-95.5% | $4,887-95.3% |