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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 | $64,515 | $72,177-10.6% | $115,038-43.9% | $59,633+8.2% |
| Participation rate | 42.0% | 72.6%-30.6pp | 81.4%-39.4pp | 68.7%-26.7pp |
| Annual return | 1.92% | 12.02%-10.1pp | 26.14%-24.2pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,573 | $4,783-67.1% | $6,026-73.9% | $3,192-50.7% |
| Admin fee / account holder | $189 | $4,927-96.2% | $8,175-97.7% | $4,297-95.6% |