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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 | $40,564 | $181,896-77.7% | $156,551-74.1% | $273,972-85.2% |
| Participation rate | 23.1% | 88.4%-65.3pp | 84.0%-60.9pp | 83.0%-59.9pp |
| Annual return | 15.02% | 30.74%-15.7pp | 32.23%-17.2pp | 41.46%-26.4pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,634 | $5,550-70.6% | $4,871-66.5% | $5,287-69.1% |
| Admin fee / account holder | $31 | $15,560-99.8% | $13,028-99.8% | $10,133-99.7% |