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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 | $42,383 | $69,977-39.4% | $108,582-61.0% | $62,881-32.6% |
| Participation rate | 22.4% | 72.9%-50.5pp | 79.6%-57.2pp | 69.3%-46.9pp |
| Annual return | 5.64% | 10.73%-5.1pp | -51.70%+57.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $909 | $3,165-71.3% | $4,311-78.9% | $3,203-71.6% |
| Admin fee / account holder | $207 | $5,076-95.9% | $7,645-97.3% | $4,296-95.2% |