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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 | $30,802 | $58,493-47.3% | $84,023-63.3% | $72,976-57.8% |
| Participation rate | 57.7% | 61.2%-3.5pp | 69.0%-11.3pp | 69.5%-11.8pp |
| Annual return | 21.01% | 28.93%-7.9pp | 71.32%-50.3pp | 81.02%-60.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $813 | $2,394-66.0% | $3,239-74.9% | $3,608-77.5% |
| Admin fee / account holder | $99 | $4,569-97.8% | $6,102-98.4% | $5,124-98.1% |