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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 | $72,921 | $54,541+33.7% | $78,778-7.4% | $70,126+4.0% |
| Participation rate | 22.6% | 60.8%-38.2pp | 69.2%-46.5pp | 69.5%-46.9pp |
| Annual return | 33.82% | 21.07%+12.7pp | 35.62%-1.8pp | 73.15%-39.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $429 | $2,210-80.6% | $2,958-85.5% | $3,332-87.1% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |