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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 | $55,540 | $138,312-59.8% | $122,979-54.8% | $155,188-64.2% |
| Participation rate | 35.0% | 80.2%-45.2pp | 77.2%-42.2pp | 80.8%-45.8pp |
| Annual return | 9.79% | 22.06%-12.3pp | 20.12%-10.3pp | 148.84%-139.0pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,100 | $5,592-80.3% | $5,003-78.0% | $6,531-83.2% |
| Admin fee / account holder | $217 | $15,089-98.6% | $12,864-98.3% | $14,480-98.5% |