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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 | $75,674 | $72,272+4.7% | $101,264-25.3% | $79,858-5.2% |
| Participation rate | 34.3% | 68.5%-34.2pp | 75.8%-41.5pp | 69.6%-35.3pp |
| Annual return | 17.88% | 22.30%-4.4pp | 46.48%-28.6pp | 31.72%-13.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $922 | $3,282-71.9% | $4,370-78.9% | $3,740-75.3% |
| Admin fee / account holder | $91 | $4,401-97.9% | $5,947-98.5% | $5,306-98.3% |