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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 | $32,572 | $46,596-30.1% | $64,099-49.2% | $75,181-56.7% |
| Participation rate | 14.3% | 65.9%-51.6pp | 72.3%-58.0pp | 67.2%-52.9pp |
| Annual return | 15.99% | 26.04%-10.1pp | 33.70%-17.7pp | 160.69%-144.7pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $621 | $2,837-78.1% | $3,881-84.0% | $4,126-84.9% |
| Admin fee / account holder | $138 | $2,954-95.3% | $3,070-95.5% | $5,650-97.6% |