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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 | $42,952 | $48,300-11.1% | $40,145,923-99.9% | $62,881-31.7% |
| Participation rate | 30.5% | 62.0%-31.6pp | 68.4%-37.9pp | 69.3%-38.8pp |
| Annual return | 8.10% | 6.95%+1.1pp | 5.24%+2.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $759 | $2,388-68.2% | $2,591-70.7% | $3,203-76.3% |
| Admin fee / account holder | $4 | $2,919-99.8% | $2,903-99.8% | $4,296-99.9% |