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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 | $72,776 | $50,958+42.8% | $74,552-2.4% | $64,181+13.4% |
| Participation rate | 58.8% | 61.1%-2.2pp | 69.1%-10.3pp | 69.6%-10.7pp |
| Annual return | -6.10% | -1.86%-4.2pp | 32.53%-38.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $821 | $2,301-64.3% | $3,108-73.6% | $3,470-76.3% |
| Admin fee / account holder | $150 | $4,223-96.4% | $5,060-97.0% | $4,887-96.9% |