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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 | $63,773-40.2% | $81,286-53.1% | $80,925-52.9% |
| Participation rate | 11.8% | 63.9%-52.1pp | 69.5%-57.8pp | 67.7%-55.9pp |
| Annual return | 14.97% | 16.37%-1.4pp | 24.80%-9.8pp | 35.65%-20.7pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $669 | $3,093-78.4% | $3,883-82.8% | $4,299-84.4% |
| Admin fee / account holder | $152 | $5,682-97.3% | $5,764-97.4% | $6,940-97.8% |