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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 | $58,895 | $63,845-7.8% | $81,370-27.6% | $80,959-27.3% |
| Participation rate | 39.4% | 63.9%-24.5pp | 69.5%-30.1pp | 67.7%-28.3pp |
| Annual return | 10.99% | 16.37%-5.4pp | 24.85%-13.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $819 | $3,093-73.5% | $3,885-78.9% | $4,300-81.0% |
| Admin fee / account holder | $100 | $5,688-98.2% | $5,749-98.3% | $6,925-98.6% |