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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 | $33,535 | $72,486-53.7% | $87,103-61.5% | $72,976-54.0% |
| Participation rate | 45.2% | 72.8%-27.6pp | 76.9%-31.7pp | 69.5%-24.3pp |
| Annual return | 23.28% | 24.46%-1.2pp | 28.19%-4.9pp | 81.02%-57.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,382 | $3,270-57.7% | $4,049-65.9% | $3,608-61.7% |
| Admin fee / account holder | $243 | $5,055-95.2% | $7,491-96.8% | $5,124-95.3% |