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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 | $22,479 | $63,773-64.8% | $81,286-72.3% | $80,925-72.2% |
| Participation rate | 7.5% | 63.9%-56.4pp | 69.5%-62.0pp | 67.7%-60.2pp |
| Annual return | 12.15% | 16.37%-4.2pp | 24.80%-12.7pp | 35.65%-23.5pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $944 | $3,093-69.5% | $3,883-75.7% | $4,299-78.0% |
| Admin fee / account holder | $54 | $5,682-99.0% | $5,764-99.1% | $6,940-99.2% |