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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 | $51,063 | $56,894-10.2% | $84,753-39.8% | $62,881-18.8% |
| Participation rate | 21.6% | 68.5%-46.9pp | 76.6%-55.0pp | 69.3%-47.7pp |
| Annual return | 7.39% | 6.30%+1.1pp | 22.78%-15.4pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $844 | $2,709-68.8% | $3,712-77.3% | $3,203-73.6% |
| Admin fee / account holder | $30 | $3,581-99.1% | $5,333-99.4% | $4,296-99.3% |