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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 | $19,463 | $69,444-72.0% | $92,985-79.1% | $87,485-77.8% |
| Participation rate | 25.0% | 63.3%-38.3pp | 69.5%-44.5pp | 68.9%-43.9pp |
| Annual return | 16.09% | 23.85%-7.8pp | 27.99%-11.9pp | 26.06%-10.0pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $686 | $3,364-79.6% | $4,377-84.3% | $4,274-84.0% |
| Admin fee / account holder | $155 | $6,137-97.5% | $9,463-98.4% | $7,775-98.0% |