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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 | $35,990 | $56,110-35.9% | $94,993-62.1% | $70,131-48.7% |
| Participation rate | 24.4% | 65.0%-40.6pp | 73.9%-49.4pp | 69.5%-45.1pp |
| Annual return | 15.47% | 51.02%-35.6pp | 27.12%-11.7pp | 73.14%-57.7pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $428 | $2,391-82.1% | $3,317-87.1% | $3,332-87.2% |
| Admin fee / account holder | $291 | $3,456-91.6% | $4,960-94.1% | $4,645-93.7% |