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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 | $26,300 | $62,583-58.0% | $76,767-65.7% | $64,173-59.0% |
| Participation rate | 36.6% | 72.8%-36.2pp | 77.0%-40.3pp | 69.6%-32.9pp |
| Annual return | 15.80% | -1.95%+17.7pp | 2.43%+13.4pp | 7.63%+8.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $782 | $3,145-75.1% | $3,852-79.7% | $3,470-77.5% |
| Admin fee / account holder | $145 | $4,667-96.9% | $6,675-97.8% | $4,887-97.0% |