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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 | $46,288 | $54,541-15.1% | $78,778-41.2% | $70,126-34.0% |
| Participation rate | 30.8% | 60.8%-30.0pp | 69.2%-38.4pp | 69.5%-38.8pp |
| Annual return | 16.73% | 21.07%-4.3pp | 35.62%-18.9pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $740 | $2,210-66.5% | $2,958-75.0% | $3,332-77.8% |
| Admin fee / account holder | $19 | $3,709-99.5% | $5,134-99.6% | $4,645-99.6% |