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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 | $51,084 | $67,602-24.4% | $82,312-37.9% | $70,126-27.2% |
| Participation rate | 54.7% | 72.8%-18.1pp | 76.9%-22.2pp | 69.5%-14.9pp |
| Annual return | 14.30% | 21.57%-7.3pp | 25.88%-11.6pp | 73.15%-58.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,129 | $2,987-62.2% | $3,706-69.5% | $3,332-66.1% |
| Admin fee / account holder | $220 | $4,512-95.1% | $5,608-96.1% | $4,645-95.3% |