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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 | $65,814 | $81,487-19.2% | $102,412-35.7% | $80,935-18.7% |
| Participation rate | 48.3% | 66.8%-18.6pp | 74.5%-26.2pp | 67.7%-19.4pp |
| Annual return | 12.21% | 25.60%-13.4pp | 24.94%-12.7pp | 35.66%-23.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $693 | $3,871-82.1% | $5,060-86.3% | $4,299-83.9% |
| Admin fee / account holder | $27 | $6,717-99.6% | $8,388-99.7% | $6,924-99.6% |