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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 | $25,732 | $63,773-59.7% | $81,286-68.3% | $80,925-68.2% |
| Participation rate | 8.3% | 63.9%-55.6pp | 69.5%-61.2pp | 67.7%-59.3pp |
| Annual return | 24.09% | 16.37%+7.7pp | 24.80%-0.7pp | 35.65%-11.6pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $522 | $3,093-83.1% | $3,883-86.6% | $4,299-87.9% |
| Admin fee / account holder | $173 | $5,682-97.0% | $5,764-97.0% | $6,940-97.5% |