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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 | $41,250 | $80,985-49.1% | $96,576-57.3% | $75,181-45.1% |
| Participation rate | 28.2% | 71.8%-43.6pp | 76.0%-47.8pp | 67.2%-39.0pp |
| Annual return | 14.74% | 27.05%-12.3pp | 25.87%-11.1pp | 160.69%-145.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,637 | $3,929-58.3% | $4,851-66.3% | $4,126-60.3% |
| Admin fee / account holder | $276 | $6,719-95.9% | $8,253-96.7% | $5,650-95.1% |