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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 | $30,790 | $72,269-57.4% | $101,271-69.6% | $79,852-61.4% |
| Participation rate | 25.6% | 68.5%-42.9pp | 75.8%-50.2pp | 69.6%-44.1pp |
| Annual return | 25.45% | 22.29%+3.2pp | 46.48%-21.0pp | 31.72%-6.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $613 | $3,282-81.3% | $4,371-86.0% | $3,740-83.6% |
| Admin fee / account holder | $26 | $4,401-99.4% | $5,948-99.6% | $5,306-99.5% |