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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 | $67,702 | $88,360-23.4% | $145,433-53.4% | $67,986-0.4% |
| Participation rate | 2.0% | 65.5%-63.5pp | 82.1%-80.1pp | 57.2%-55.2pp |
| Annual return | 24.63% | 63.15%-38.5pp | 66.58%-41.9pp | 31.67%-7.0pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $398 | $5,932-93.3% | $7,897-95.0% | $3,358-88.1% |
| Admin fee / account holder | $236 | $3,313-92.9% | $13,129-98.2% | $3,203-92.6% |