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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 | $39,926 | $136,860-70.8% | $120,344-66.8% | $154,746-74.2% |
| Participation rate | 40.0% | 79.9%-39.9pp | 76.7%-36.7pp | 80.7%-40.7pp |
| Annual return | 19.02% | 21.38%-2.4pp | 20.30%-1.3pp | 172.34%-153.3pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,642 | $5,793-71.7% | $5,135-68.0% | $6,730-75.6% |
| Admin fee / account holder | $233 | $15,393-98.5% | $12,742-98.2% | $14,365-98.4% |