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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 | $30,077 | $76,551-60.7% | $123,894-75.7% | $62,881-52.2% |
| Participation rate | 32.4% | 73.0%-40.6pp | 81.4%-49.1pp | 69.3%-37.0pp |
| Annual return | 8.60% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $533 | $4,840-89.0% | $5,984-91.1% | $3,203-83.4% |
| Admin fee / account holder | $72 | $4,826-98.5% | $8,357-99.1% | $4,296-98.3% |