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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 | $29,139 | $63,924-54.4% | $108,582-73.2% | $55,167-47.2% |
| Participation rate | 62.7% | 74.3%-11.6pp | 79.6%-16.8pp | 69.0%-6.2pp |
| Annual return | 7.01% | 15.31%-8.3pp | -51.70%+58.7pp | 169.23%-162.2pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $719 | $3,067-76.6% | $4,311-83.3% | $3,054-76.5% |
| Admin fee / account holder | $31 | $618-95.0% | $7,645-99.6% | $504-93.9% |