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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 | $65,307 | $71,215-8.3% | $93,696-30.3% | $80,935-19.3% |
| Participation rate | 7.1% | 60.4%-53.3pp | 68.7%-61.6pp | 67.7%-60.5pp |
| Annual return | 23.76% | 11.27%+12.5pp | 133.74%-110.0pp | 35.66%-11.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $226 | $4,037-94.4% | $4,417-94.9% | $4,299-94.8% |
| Admin fee / account holder | $35 | $6,958-99.5% | $8,287-99.6% | $6,924-99.5% |