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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 | $60,649 | $64,462-5.9% | $81,482-25.6% | $80,911-25.0% |
| Participation rate | 12.5% | 63.9%-51.4pp | 69.5%-57.0pp | 67.6%-55.1pp |
| Annual return | 12.40% | 16.35%-4.0pp | 24.79%-12.4pp | 35.63%-23.2pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $568 | $3,094-81.6% | $3,885-85.4% | $4,297-86.8% |
| Admin fee / account holder | $92 | $5,678-98.4% | $5,761-98.4% | $6,935-98.7% |