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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 | $59,212 | $83,485-29.1% | $125,192-52.7% | $72,975-18.9% |
| Participation rate | 35.1% | 73.3%-38.2pp | 79.8%-44.7pp | 69.5%-34.4pp |
| Annual return | 20.94% | 25.77%-4.8pp | 43.79%-22.9pp | 81.01%-60.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $765 | $3,586-78.7% | $4,937-84.5% | $3,608-78.8% |
| Admin fee / account holder | $112 | $5,518-98.0% | $9,704-98.8% | $5,124-97.8% |