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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 | $38,255 | $67,411-43.3% | $91,004-58.0% | $70,124-45.4% |
| Participation rate | 19.1% | 71.4%-52.2pp | 75.6%-56.5pp | 69.5%-50.4pp |
| Annual return | 17.68% | -40.16%+57.8pp | 4.60%+13.1pp | 73.14%-55.5pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,225 | $2,823-56.6% | $3,548-65.5% | $3,332-63.2% |
| Admin fee / account holder | $105 | $4,236-97.5% | $5,417-98.1% | $4,645-97.7% |