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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 | $34,165 | $81,358-58.0% | $155,556-78.0% | $80,959-57.8% |
| Participation rate | 3.2% | 66.3%-63.0pp | 78.2%-75.0pp | 67.7%-64.4pp |
| Annual return | 14.68% | 33.39%-18.7pp | 64.84%-50.2pp | 35.67%-21.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $513 | $3,455-85.1% | $5,631-90.9% | $4,300-88.1% |
| Admin fee / account holder | $113 | $7,994-98.6% | $15,885-99.3% | $6,925-98.4% |