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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 | $28,700 | $58,493-50.9% | $84,021-65.8% | $72,975-60.7% |
| Participation rate | 52.3% | 61.2%-9.0pp | 69.0%-16.7pp | 69.5%-17.2pp |
| Annual return | 24.07% | 28.93%-4.9pp | 71.32%-47.2pp | 81.01%-56.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $948 | $2,394-60.4% | $3,239-70.7% | $3,608-73.7% |
| Admin fee / account holder | $94 | $4,569-97.9% | $6,102-98.5% | $5,124-98.2% |