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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 | $47,426 | $83,898-43.5% | $133,346-64.4% | $94,015-49.6% |
| Participation rate | 24.0% | 63.4%-39.4pp | 72.8%-48.8pp | 70.8%-46.8pp |
| Annual return | 21.33% | 16.00%+5.3pp | 36.85%-15.5pp | 17.84%+3.5pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $440 | $3,245-86.4% | $4,332-89.8% | $4,249-89.6% |
| Admin fee / account holder | $189 | $7,809-97.6% | $14,264-98.7% | $8,951-97.9% |