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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 | $37,963 | $67,894-44.1% | $89,340-57.5% | $82,448-54.0% |
| Participation rate | 8.1% | 64.0%-55.9pp | 69.6%-61.5pp | 68.1%-60.0pp |
| Annual return | 18.38% | 19.21%-0.8pp | 20.57%-2.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $920 | $3,072-70.0% | $3,823-75.9% | $4,139-77.8% |
| Admin fee / account holder | $118 | $5,723-97.9% | $6,704-98.2% | $7,234-98.4% |