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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 | $35,096 | $72,269-51.4% | $101,271-65.3% | $79,852-56.0% |
| Participation rate | 26.1% | 68.5%-42.4pp | 75.8%-49.7pp | 69.6%-43.6pp |
| Annual return | 15.05% | 22.29%-7.2pp | 46.48%-31.4pp | 31.72%-16.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $629 | $3,282-80.8% | $4,371-85.6% | $3,740-83.2% |
| Admin fee / account holder | $259 | $4,401-94.1% | $5,948-95.6% | $5,306-95.1% |