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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 | $38,106 | $64,517-40.9% | $81,438-53.2% | $80,874-52.9% |
| Participation rate | 11.8% | 63.9%-52.1pp | 69.5%-57.7pp | 67.6%-55.9pp |
| Annual return | 14.97% | 16.35%-1.4pp | 24.74%-9.8pp | 35.62%-20.6pp |
| Employer contribution / active EE | $0 | $1,982-100.0% | $2,460-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $669 | $3,096-78.4% | $3,883-82.8% | $4,297-84.4% |
| Admin fee / account holder | $152 | $5,677-97.3% | $5,764-97.4% | $6,935-97.8% |