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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 | $53,205 | $46,534+14.3% | $64,097-17.0% | $75,177-29.2% |
| Participation rate | 8.8% | 65.9%-57.1pp | 72.3%-63.5pp | 67.2%-58.4pp |
| Annual return | 11.91% | 26.07%-14.2pp | 33.75%-21.8pp | 160.75%-148.8pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $211 | $2,835-92.5% | $3,881-94.6% | $4,126-94.9% |
| Admin fee / account holder | $132 | $2,957-95.5% | $3,070-95.7% | $5,651-97.7% |