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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 | $75,058-9.8% | $152,301-55.5% | $64,340+5.2% |
| Participation rate | 2.0% | 60.9%-58.9pp | 82.4%-80.4pp | 55.2%-53.2pp |
| Annual return | 24.63% | 29.93%-5.3pp | 80.50%-55.9pp | 24.14%+0.5pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $398 | $5,041-92.1% | $8,004-95.0% | $2,980-86.6% |
| Admin fee / account holder | $236 | $4,050-94.2% | $14,398-98.4% | $3,703-93.6% |