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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 | $49,820 | $47,848+4.1% | $81,473-38.9% | $70,126-29.0% |
| Participation rate | 29.3% | 58.3%-29.0pp | 68.0%-38.7pp | 69.5%-40.3pp |
| Annual return | 21.75% | 27.25%-5.5pp | 38.78%-17.0pp | 73.15%-51.4pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $643 | $2,453-73.8% | $3,537-81.8% | $3,332-80.7% |
| Admin fee / account holder | $278 | $3,145-91.2% | $4,561-93.9% | $4,645-94.0% |