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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 | $44,160 | $79,209-44.2% | $102,434-56.9% | $74,459-40.7% |
| Participation rate | 16.0% | 74.8%-58.8pp | 76.5%-60.5pp | 67.2%-51.2pp |
| Annual return | 16.72% | 54.98%-38.3pp | 29.46%-12.7pp | 1369.70%-1353.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $738 | $4,417-83.3% | $5,055-85.4% | $4,350-83.0% |
| Admin fee / account holder | $170 | $2,002-91.5% | $9,462-98.2% | $1,945-91.3% |