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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 | $26,907 | $58,493-54.0% | $84,021-68.0% | $72,975-63.1% |
| Participation rate | 37.5% | 61.2%-23.7pp | 69.0%-31.5pp | 69.5%-32.0pp |
| Annual return | 22.42% | 28.93%-6.5pp | 71.32%-48.9pp | 81.01%-58.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $919 | $2,394-61.6% | $3,239-71.6% | $3,608-74.5% |
| Admin fee / account holder | $173 | $4,569-96.2% | $6,102-97.2% | $5,124-96.6% |