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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 | $31,031 | $55,684-44.3% | $75,900-59.1% | $72,976-57.5% |
| Participation rate | 35.0% | 61.1%-26.1pp | 69.3%-34.3pp | 69.5%-34.5pp |
| Annual return | 20.25% | 27.60%-7.3pp | 30.73%-10.5pp | 81.02%-60.8pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $590 | $2,634-77.6% | $3,604-83.6% | $3,608-83.7% |
| Admin fee / account holder | $299 | $3,981-92.5% | $5,421-94.5% | $5,124-94.2% |