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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 | $28,389 | $106,524-73.3% | $152,301-81.4% | $87,485-67.5% |
| Participation rate | 28.4% | 75.8%-47.4pp | 82.4%-54.1pp | 68.9%-40.6pp |
| Annual return | 31.98% | 26.89%+5.1pp | 80.50%-48.5pp | 26.06%+5.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,916 | $6,525-70.6% | $8,004-76.1% | $4,274-55.2% |
| Admin fee / account holder | $16 | $8,287-99.8% | $14,398-99.9% | $7,775-99.8% |