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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 | $25,103 | $72,273-65.3% | $101,275-75.2% | $79,856-68.6% |
| Participation rate | 36.7% | 68.5%-31.8pp | 75.8%-39.1pp | 69.6%-33.0pp |
| Annual return | 13.24% | 22.30%-9.1pp | 46.48%-33.2pp | 31.71%-18.5pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,309 | $3,282-60.1% | $4,371-70.0% | $3,741-65.0% |
| Admin fee / account holder | $286 | $4,401-93.5% | $5,948-95.2% | $5,306-94.6% |