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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 | $50,116 | $76,551-34.5% | $123,894-59.5% | $62,881-20.3% |
| Participation rate | 36.0% | 73.0%-37.0pp | 81.4%-45.4pp | 69.3%-33.3pp |
| Annual return | 13.21% | 18.68%-5.5pp | 47.52%-34.3pp | 20.14%-6.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,014 | $4,840-79.1% | $5,984-83.1% | $3,203-68.4% |
| Admin fee / account holder | $211 | $4,826-95.6% | $8,357-97.5% | $4,296-95.1% |