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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 | $46,418 | $78,428-40.8% | $95,960-51.6% | $79,852-41.9% |
| Participation rate | 29.3% | 73.5%-44.1pp | 77.1%-47.7pp | 69.6%-40.3pp |
| Annual return | 21.70% | 19.37%+2.3pp | 91.63%-69.9pp | 31.72%-10.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $613 | $3,440-82.2% | $4,167-85.3% | $3,740-83.6% |
| Admin fee / account holder | $139 | $5,622-97.5% | $6,797-97.9% | $5,306-97.4% |