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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 | $36,876 | $124,425-70.4% | $112,040-67.1% | $137,256-73.1% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 19.18% | 24.72%-5.5pp | 24.52%-5.3pp | 220.34%-201.2pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,223 | $5,718-78.6% | $5,098-76.0% | $6,407-80.9% |
| Admin fee / account holder | $196 | $15,207-98.7% | $12,098-98.4% | $12,270-98.4% |