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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 | $24,450 | $106,749-77.1% | $145,433-83.2% | $82,448-70.3% |
| Participation rate | 36.0% | 75.6%-39.6pp | 82.1%-46.1pp | 68.1%-32.1pp |
| Annual return | 19.60% | 27.59%-8.0pp | 66.58%-47.0pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,747 | $6,519-73.2% | $7,897-77.9% | $4,139-57.8% |
| Admin fee / account holder | $89 | $8,390-98.9% | $13,129-99.3% | $7,234-98.8% |