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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 | $18,886 | $126,661-85.1% | $113,397-83.3% | $138,895-86.4% |
| Participation rate | 36.4% | 79.4%-43.1pp | 76.5%-40.1pp | 79.9%-43.6pp |
| Annual return | 25.49% | 25.05%+0.4pp | 23.20%+2.3pp | 145.39%-119.9pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,450 | $5,693-74.5% | $5,076-71.4% | $6,396-77.3% |
| Admin fee / account holder | $134 | $14,549-99.1% | $11,957-98.9% | $12,562-98.9% |