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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 | $99,738 | $108,825-8.3% | $156,181-36.1% | $82,448+21.0% |
| Participation rate | 25.0% | 72.4%-47.4pp | 78.8%-53.8pp | 68.1%-43.1pp |
| Annual return | 14.24% | 20.59%-6.3pp | 64.87%-50.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $355 | $4,577-92.3% | $6,132-94.2% | $4,139-91.4% |
| Admin fee / account holder | $48 | $9,341-99.5% | $14,586-99.7% | $7,234-99.3% |