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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 | $45,045 | $106,749-57.8% | $145,433-69.0% | $82,448-45.4% |
| Participation rate | 24.5% | 75.6%-51.2pp | 82.1%-57.6pp | 68.1%-43.6pp |
| Annual return | 17.55% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $943 | $6,519-85.5% | $7,897-88.1% | $4,139-77.2% |
| Admin fee / account holder | $140 | $8,390-98.3% | $13,129-98.9% | $7,234-98.1% |