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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 | $44,556 | $73,955-39.8% | $96,520-53.8% | $75,181-40.7% |
| Participation rate | 22.9% | 66.4%-43.5pp | 74.3%-51.4pp | 67.2%-44.3pp |
| Annual return | 17.63% | 26.72%-9.1pp | 35.72%-18.1pp | 160.69%-143.1pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,172 | $3,659-68.0% | $4,879-76.0% | $4,126-71.6% |
| Admin fee / account holder | $16 | $5,217-99.7% | $6,733-99.8% | $5,650-99.7% |