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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 | $37,678 | $78,197-51.8% | $98,090-61.6% | $82,637-54.4% |
| Participation rate | 29.5% | 77.5%-48.0pp | 81.5%-52.0pp | 68.1%-38.5pp |
| Annual return | 15.67% | 40.25%-24.6pp | 37.05%-21.4pp | 53.51%-37.8pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,191 | $6,636-67.0% | $7,845-72.1% | $4,126-46.9% |
| Admin fee / account holder | $265 | $14,832-98.2% | $11,815-97.8% | $7,339-96.4% |