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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 | $26,275 | $65,582-59.9% | $64,101-59.0% | $71,511-63.3% |
| Participation rate | 14.8% | 73.2%-58.4pp | 72.3%-57.5pp | 67.9%-53.1pp |
| Annual return | 22.99% | 18.96%+4.0pp | 33.72%-10.7pp | 28.86%-5.9pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,749-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $499 | $3,628-86.3% | $3,881-87.2% | $4,291-88.4% |
| Admin fee / account holder | $3 | $616-99.5% | $3,070-99.9% | $1,588-99.8% |