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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 | $59,523 | $149,679-60.2% | $117,039-49.1% | $147,586-59.7% |
| Participation rate | 68.2% | 83.5%-15.3pp | 77.2%-9.0pp | 82.8%-14.6pp |
| Annual return | 15.97% | 19.31%-3.3pp | 18.95%-3.0pp | 578.59%-562.6pp |
| Employer contribution / active EE | $0 | $4,937-100.0% | $3,785-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $751 | $4,912-84.7% | $3,929-80.9% | $5,439-86.2% |
| Admin fee / account holder | $187 | $7,856-97.6% | $5,974-96.9% | $10,886-98.3% |